WBC
West Branch Capital’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
4,169
-249
| -6% | -$74.4K | 0.37% | 43 |
|
|
2025
Q1 | $1.38M | Buy |
4,418
+954
| +28% | +$298K | 0.46% | 41 |
|
|
2024
Q4 | $1.22M | Buy |
3,464
+1,254
| +57% | +$441K | 0.39% | 44 |
|
|
2024
Q3 | $781K | Buy |
2,210
+551
| +33% | +$195K | 0.27% | 47 |
|
|
2024
Q2 | $503K | Buy |
1,659
+231
| +16% | +$70.1K | 0.19% | 55 |
|
|
2024
Q1 | $495K | Buy |
1,428
+528
| +59% | +$183K | 0.2% | 52 |
|
|
2023
Q4 | $316K | Buy |
900
+116
| +15% | +$40.7K | 0.15% | 57 |
|
|
2023
Q3 | $241K | Buy |
784
+141
| +22% | +$43.3K | 0.13% | 71 |
|
|
2023
Q2 | $199K | Buy |
643
+44
| +7% | +$13.6K | 0.1% | 80 |
|
|
2023
Q1 | $171K | Sell |
599
-14
| -2% | -$4K | 0.1% | 84 |
|
|
2022
Q4 | $164K | Hold |
613
| – | – | 0.1% | 85 |
|
|
2022
Q3 | $158K | Sell |
613
-106
| -15% | -$27.3K | 0.1% | 87 |
|
|
2022
Q2 | $200K | Buy |
719
+148
| +26% | +$41.2K | 0.12% | 80 |
|
|
2022
Q1 | $193K | Buy |
571
+84
| +17% | +$28.4K | 0.09% | 85 |
|
|
2021
Q4 | $202K | Buy |
487
+245
| +101% | +$102K | 0.09% | 87 |
|
|
2021
Q3 | $77K | Buy |
242
+193
| +394% | +$61.4K | 0.04% | 156 |
|
|
2021
Q2 | $14K | Buy |
+49
| New | +$14K | 0.01% | 285 |
|
|
2020
Q4 | – | Sell |
-2,636
| Closed | -$596K | – | 88 |
|
|
2020
Q3 | $596K | Buy |
+2,636
| New | +$596K | 0.38% | 52 |
|