WOSD
WFA of San Diego’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.8K | Buy |
+200
| New | +$59.8K | 0.04% | 182 |
|
|
2024
Q3 | $117K | Hold |
330
| – | – | 0.1% | 119 |
|
|
2024
Q2 | $100K | Buy |
+330
| New | +$100K | 0.09% | 122 |
|
|
2023
Q3 | $101K | Hold |
330
| – | – | 0.1% | 113 |
|
|
2023
Q2 | $102K | Buy |
+330
| New | +$102K | 0.1% | 115 |
|
|
2023
Q1 | – | Sell |
-330
| Closed | -$88.1K | – | 77 |
|
|
2022
Q4 | $88.1K | Buy |
+330
| New | +$88.1K | 0.07% | 144 |
|
|
2022
Q3 | – | Sell |
-340
| Closed | -$94K | – | 92 |
|
|
2022
Q2 | $94K | Buy |
+340
| New | +$94K | 0.08% | 118 |
|
|
2022
Q1 | – | Sell |
-357
| Closed | -$148K | – | 92 |
|
|
2021
Q4 | $148K | Sell |
357
-4
| -1% | -$1.66K | 0.09% | 132 |
|
|
2021
Q3 | $115K | Buy |
+361
| New | +$115K | 0.08% | 132 |
|
|
2021
Q1 | – | Sell |
-630
| Closed | -$261 | – | 94 |
|
|
2020
Q4 | $261 | Buy |
+630
| New | +$261 | 0.07% | 31 |
|