WLPWM
Walled Lake Planning & Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
8,815
-416
| -5% | -$124K | 0.86% | 33 |
|
|
2025
Q1 | $2.88M | Sell |
9,231
-183
| -2% | -$57.1K | 1.02% | 32 |
|
|
2024
Q4 | $3.31M | Sell |
9,414
-2,074
| -18% | -$730K | 1.23% | 25 |
|
|
2024
Q3 | $4.06M | Sell |
11,488
-7
| -0.1% | -$2.47K | 1.53% | 21 |
|
|
2024
Q2 | $3.49M | Sell |
11,495
-194
| -2% | -$58.9K | 1.42% | 24 |
|
|
2024
Q1 | $4.05M | Sell |
11,689
-51
| -0.4% | -$17.7K | 1.66% | 21 |
|
|
2023
Q4 | $4.12M | Buy |
11,740
+32
| +0.3% | +$11.2K | 1.92% | 20 |
|
|
2023
Q3 | $3.6M | Buy |
11,708
+55
| +0.5% | +$16.9K | 1.8% | 23 |
|
|
2023
Q2 | $3.6M | Buy |
11,653
+145
| +1% | +$44.7K | 1.75% | 22 |
|
|
2023
Q1 | $3.29M | Buy |
11,508
+799
| +7% | +$228K | 1.72% | 21 |
|
|
2022
Q4 | $2.86M | Buy |
10,709
+107
| +1% | +$28.6K | 1.95% | 21 |
|
|
2022
Q3 | $2.73M | Buy |
10,602
+329
| +3% | +$84.7K | 1.91% | 26 |
|
|
2022
Q2 | $2.85M | Buy |
10,273
+389
| +4% | +$108K | 1.97% | 24 |
|
|
2022
Q1 | $3.33M | Buy |
9,884
+201
| +2% | +$67.8K | 1.98% | 23 |
|
|
2021
Q4 | $4.01M | Sell |
9,683
-255
| -3% | -$106K | 2.33% | 20 |
|
|
2021
Q3 | $3.18M | Buy |
9,938
+154
| +2% | +$49.3K | 1.96% | 23 |
|
|
2021
Q2 | $2.88M | Buy |
9,784
+106
| +1% | +$31.2K | 1.88% | 23 |
|
|
2021
Q1 | $2.67M | Buy |
9,678
+205
| +2% | +$56.6K | 1.85% | 22 |
|
|
2020
Q4 | $2.47M | Buy |
9,473
+136
| +1% | +$35.5K | 1.88% | 23 |
|
|
2020
Q3 | $2.11M | Buy |
9,337
+147
| +2% | +$33.2K | 1.71% | 23 |
|
|
2020
Q2 | $1.97M | Buy |
9,190
+7,855
| +588% | +$1.69M | 1.65% | 22 |
|
|
2020
Q1 | $218K | Hold |
1,335
| – | – | 0.2% | 56 |
|
|
2019
Q4 | $281K | Buy |
+1,335
| New | +$281K | 0.2% | 52 |
|