WWS
Wellington Wealth Strategies’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.9M | Sell |
4,875
-1,390
| -22% | -$541K | 1.73% | 16 |
|
|
2024
Q3 | $2.16M | Buy |
+6,265
| New | +$2.16M | 1.64% | 21 |
|
|
2024
Q2 | – | Sell |
-4,648
| Closed | -$1.61M | – | 52 |
|
|
2024
Q1 | $1.61M | Sell |
4,648
-2,345
| -34% | -$813K | 0.75% | 39 |
|
|
2023
Q4 | $2.45M | Buy |
+6,993
| New | +$2.45M | 2.07% | 12 |
|
|
2020
Q4 | $2.45M | Buy |
+6,993
| New | +$2.45M | 2.07% | 12 |
|