WIA
Westbourne Investment Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Buy |
19,193
+213
| +1% | +$63.7K | 1.74% | 20 |
|
|
2025
Q1 | $5.92M | Buy |
18,980
+357
| +2% | +$111K | 2.1% | 18 |
|
|
2024
Q4 | $6.55M | Buy |
18,623
+572
| +3% | +$201K | 2.24% | 16 |
|
|
2024
Q3 | $6.38M | Buy |
18,051
+199
| +1% | +$70.3K | 2.23% | 15 |
|
|
2024
Q2 | $5.42M | Buy |
17,852
+97
| +0.5% | +$29.4K | 1.96% | 17 |
|
|
2024
Q1 | $6.15M | Buy |
17,755
+213
| +1% | +$73.8K | 2.26% | 15 |
|
|
2023
Q4 | $6.16M | Sell |
17,542
-257
| -1% | -$90.2K | 2.47% | 12 |
|
|
2023
Q3 | $5.47M | Sell |
17,799
-604
| -3% | -$185K | 2.51% | 11 |
|
|
2023
Q2 | $5.68M | Buy |
18,403
+67
| +0.4% | +$20.7K | 2.54% | 11 |
|
|
2023
Q1 | $5.24M | Sell |
18,336
-74
| -0.4% | -$21.2K | 2.53% | 12 |
|
|
2022
Q4 | $4.91M | Buy |
18,410
+466
| +3% | +$124K | 2.48% | 15 |
|
|
2022
Q3 | $4.62M | Sell |
17,944
-422
| -2% | -$109K | 2.45% | 15 |
|
|
2022
Q2 | $5.1M | Buy |
18,366
+129
| +0.7% | +$35.8K | 3.16% | 10 |
|
|
2022
Q1 | $6.15M | Sell |
18,237
-18
| -0.1% | -$6.07K | 2.54% | 12 |
|
|
2021
Q4 | $7.57M | Buy |
18,255
+212
| +1% | +$87.9K | 2.97% | 8 |
|
|
2021
Q3 | $5.77M | Sell |
18,043
-550
| -3% | -$176K | 2.63% | 12 |
|
|
2021
Q2 | $5.48M | Buy |
18,593
+362
| +2% | +$107K | 2.48% | 13 |
|
|
2021
Q1 | $5.04M | Buy |
+18,231
| New | +$5.04M | 2.51% | 16 |
|