WDG
Wealth Dimensions Group’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
1,031
-10
| -1% | -$2.99K | 0.07% | 128 |
|
|
2025
Q1 | $325K | Sell |
1,041
-8
| -0.8% | -$2.5K | 0.08% | 123 |
|
|
2024
Q4 | $369K | Buy |
1,049
+47
| +5% | +$16.5K | 0.09% | 105 |
|
|
2024
Q3 | $354K | Sell |
1,002
-21
| -2% | -$7.42K | 0.09% | 107 |
|
|
2024
Q2 | $310K | Buy |
1,023
+24
| +2% | +$7.28K | 0.09% | 108 |
|
|
2024
Q1 | $346K | Sell |
999
-105
| -10% | -$36.4K | 0.1% | 102 |
|
|
2023
Q4 | $387K | Sell |
1,104
-204
| -16% | -$71.6K | 0.12% | 91 |
|
|
2023
Q3 | $402K | Buy |
1,308
+27
| +2% | +$8.29K | 0.15% | 87 |
|
|
2023
Q2 | $395K | Buy |
1,281
+11
| +0.9% | +$3.39K | 0.14% | 91 |
|
|
2023
Q1 | $363K | Sell |
1,270
-681
| -35% | -$195K | 0.14% | 96 |
|
|
2022
Q4 | $521K | Buy |
1,951
+409
| +27% | +$109K | 0.21% | 67 |
|
|
2022
Q3 | $397K | Buy |
1,542
+1
| +0.1% | +$257 | 0.2% | 74 |
|
|
2022
Q2 | $428K | Hold |
1,541
| – | – | 0.2% | 73 |
|
|
2022
Q1 | $520K | Hold |
1,541
| – | – | 0.24% | 69 |
|
|
2021
Q4 | $639K | Buy |
1,541
+40
| +3% | +$16.6K | 0.31% | 52 |
|
|
2021
Q3 | $480K | Buy |
1,501
+642
| +75% | +$205K | 0.31% | 71 |
|
|
2021
Q2 | $253K | Buy |
+859
| New | +$253K | 0.17% | 102 |
|