WA
Wealthstream Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
1,054
+173
| +20% | +$51.7K | 0.05% | 118 |
|
|
2025
Q1 | $275K | Sell |
881
-8
| -0.9% | -$2.5K | 0.05% | 123 |
|
|
2024
Q4 | $313K | Buy |
889
+11
| +1% | +$3.87K | 0.06% | 108 |
|
|
2024
Q3 | $310K | Buy |
878
+73
| +9% | +$25.8K | 0.06% | 105 |
|
|
2024
Q2 | $244K | Sell |
805
-462
| -36% | -$140K | 0.09% | 114 |
|
|
2024
Q1 | $439K | Sell |
1,267
-53
| -4% | -$18.4K | 0.17% | 75 |
|
|
2023
Q4 | $463K | Buy |
1,320
+475
| +56% | +$167K | 0.19% | 74 |
|
|
2023
Q3 | $259K | Buy |
845
+33
| +4% | +$10.1K | 0.13% | 87 |
|
|
2023
Q2 | $251K | Buy |
+812
| New | +$251K | 0.13% | 83 |
|
|
2022
Q3 | – | Sell |
-733
| Closed | -$203K | – | 67 |
|
|
2022
Q2 | $203K | Buy |
733
+88
| +14% | +$24.4K | 0.21% | 65 |
|
|
2022
Q1 | $218K | Buy |
645
+18
| +3% | +$6.08K | 0.19% | 64 |
|
|
2021
Q4 | $260K | Buy |
+627
| New | +$260K | 0.22% | 55 |
|