WFA
WestHill Financial Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
3,912
-7
| -0.2% | -$2.09K | 0.25% | 28 |
|
|
2025
Q1 | $1.22M | Sell |
3,919
-762
| -16% | -$238K | 0.28% | 25 |
|
|
2024
Q4 | $1.65M | Sell |
4,681
-34
| -0.7% | -$12K | 0.37% | 22 |
|
|
2024
Q3 | $1.67M | Buy |
4,715
+7
| +0.1% | +$2.47K | 0.37% | 21 |
|
|
2024
Q2 | $1.43M | Buy |
4,708
+3,898
| +481% | +$1.18M | 0.35% | 23 |
|
|
2024
Q1 | $281K | Hold |
810
| – | – | 0.07% | 62 |
|
|
2023
Q4 | $284K | Sell |
810
-27
| -3% | -$9.48K | 0.08% | 53 |
|
|
2023
Q3 | $257K | Hold |
837
| – | – | 0.08% | 50 |
|
|
2023
Q2 | $258K | Hold |
837
| – | – | 0.07% | 53 |
|
|
2023
Q1 | $239K | Hold |
837
| – | – | 0.07% | 52 |
|
|
2022
Q4 | $223K | Hold |
837
| – | – | 0.07% | 55 |
|
|
2022
Q3 | $215K | Hold |
837
| – | – | 0.07% | 55 |
|
|
2022
Q2 | $232K | Hold |
837
| – | – | 0.08% | 56 |
|
|
2022
Q1 | $282K | Hold |
837
| – | – | 0.08% | 54 |
|
|
2021
Q4 | $347K | Sell |
837
-11
| -1% | -$4.56K | 0.1% | 45 |
|
|
2021
Q3 | $271K | Buy |
+848
| New | +$271K | 0.08% | 48 |
|
|
2021
Q1 | $213K | Hold |
772
| – | – | 0.08% | 50 |
|
|
2020
Q4 | $202K | Buy |
+772
| New | +$202K | 0.08% | 48 |
|