WKWM
Walter & Keenan Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
8,163
+174
| +2% | +$52K | 0.71% | 41 |
|
|
2025
Q1 | $2.49M | Buy |
7,989
+192
| +2% | +$59.9K | 0.75% | 37 |
|
|
2024
Q4 | $2.74M | Buy |
7,797
+8
| +0.1% | +$2.81K | 0.83% | 33 |
|
|
2024
Q3 | $2.75M | Buy |
7,789
+6
| +0.1% | +$2.12K | 0.84% | 38 |
|
|
2024
Q2 | $2.36M | Hold |
7,783
| – | – | 0.75% | 41 |
|
|
2024
Q1 | $2.7M | Sell |
7,783
-500
| -6% | -$173K | 0.88% | 38 |
|
|
2023
Q4 | $2.91M | Buy |
8,283
+2
| +0% | +$702 | 1.04% | 29 |
|
|
2023
Q3 | $2.54M | Buy |
8,281
+3
| +0% | +$921 | 0.99% | 33 |
|
|
2023
Q2 | $2.55M | Sell |
8,278
-600
| -7% | -$185K | 0.94% | 36 |
|
|
2023
Q1 | $2.54M | Hold |
8,878
| – | – | 0.96% | 35 |
|
|
2022
Q4 | $2.37M | Hold |
8,878
| – | – | 0.93% | 36 |
|
|
2022
Q3 | $2.28M | Buy |
8,878
+11
| +0.1% | +$2.83K | 0.97% | 36 |
|
|
2022
Q2 | $2.46M | Sell |
8,867
-850
| -9% | -$236K | 0.97% | 33 |
|
|
2022
Q1 | $3.28M | Hold |
9,717
| – | – | 1.11% | 26 |
|
|
2021
Q4 | $4.03M | Sell |
9,717
-300
| -3% | -$124K | 1.31% | 25 |
|
|
2021
Q3 | $3.21M | Sell |
10,017
-69
| -0.7% | -$22.1K | 1.09% | 28 |
|
|
2021
Q2 | $2.97M | Sell |
10,086
-500
| -5% | -$147K | 1.03% | 30 |
|
|
2021
Q1 | $2.92M | Hold |
10,586
| – | – | 1.04% | 28 |
|
|
2020
Q4 | $2.77M | Buy |
10,586
+109
| +1% | +$28.5K | 1% | 30 |
|
|
2020
Q3 | $2.37M | Buy |
10,477
+50
| +0.5% | +$11.3K | 0.94% | 33 |
|
|
2020
Q2 | $2.24M | Buy |
+10,427
| New | +$2.24M | 0.91% | 36 |
|
|
2020
Q1 | – | Sell |
-9,027
| Closed | -$1.9M | – | 110 |
|
|
2019
Q4 | $1.9M | Hold |
9,027
| – | – | 0.73% | 44 |
|
|
2019
Q3 | $1.74M | Hold |
9,027
| – | – | 0.66% | 45 |
|
|
2019
Q2 | $1.67M | Hold |
9,027
| – | – | 0.73% | 39 |
|
|
2019
Q1 | $1.59M | Buy |
+9,027
| New | +$1.59M | 0.7% | 40 |
|