WJWM
Williams Jones Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $144M | Sell |
480,828
-91,277
| -16% | -$27.3M | 1.72% | 16 |
|
|
2025
Q1 | $179M | Sell |
572,105
-20,430
| -3% | -$6.37M | 2.28% | 10 |
|
|
2024
Q4 | $208M | Sell |
592,535
-14,471
| -2% | -$5.09M | 2.51% | 8 |
|
|
2024
Q3 | $215M | Sell |
607,006
-21,330
| -3% | -$7.54M | 2.52% | 7 |
|
|
2024
Q2 | $191M | Sell |
628,336
-43,191
| -6% | -$13.1M | 2.37% | 9 |
|
|
2024
Q1 | $233M | Buy |
671,527
+21,929
| +3% | +$7.6M | 2.96% | 5 |
|
|
2023
Q4 | $228M | Buy |
649,598
+305
| +0% | +$107K | 3.19% | 5 |
|
|
2023
Q3 | $199M | Buy |
649,293
+28,081
| +5% | +$8.62M | 3.06% | 5 |
|
|
2023
Q2 | $192M | Buy |
621,212
+31,069
| +5% | +$9.59M | 2.87% | 5 |
|
|
2023
Q1 | $169M | Buy |
590,143
+29,215
| +5% | +$8.35M | 2.64% | 7 |
|
|
2022
Q4 | $150M | Sell |
560,928
-15,338
| -3% | -$4.09M | 2.51% | 8 |
|
|
2022
Q3 | $148M | Sell |
576,266
-9,913
| -2% | -$2.55M | 2.58% | 6 |
|
|
2022
Q2 | $163M | Sell |
586,179
-4,447
| -0.8% | -$1.23M | 2.63% | 7 |
|
|
2022
Q1 | $199M | Sell |
590,626
-4,309
| -0.7% | -$1.45M | 2.77% | 6 |
|
|
2021
Q4 | $247M | Buy |
594,935
+499
| +0.1% | +$207K | 3.08% | 6 |
|
|
2021
Q3 | $190M | Sell |
594,436
-1,405
| -0.2% | -$449K | 2.66% | 7 |
|
|
2021
Q2 | $176M | Buy |
595,841
+16,187
| +3% | +$4.77M | 2.46% | 9 |
|
|
2021
Q1 | $160M | Buy |
579,654
+8,681
| +2% | +$2.4M | 2.5% | 8 |
|
|
2020
Q4 | $149M | Buy |
570,973
+34,553
| +6% | +$9.03M | 2.43% | 9 |
|
|
2020
Q3 | $121M | Sell |
536,420
-3,753
| -0.7% | -$848K | 2.24% | 11 |
|
|
2020
Q2 | $116M | Buy |
540,173
+32,833
| +6% | +$7.05M | 2.38% | 11 |
|
|
2020
Q1 | $82.8M | Sell |
507,340
-25,884
| -5% | -$4.23M | 2.16% | 13 |
|
|
2019
Q4 | $112M | Buy |
533,224
+7,923
| +2% | +$1.67M | 2.15% | 11 |
|
|
2019
Q3 | $101M | Buy |
+525,301
| New | +$101M | 2.07% | 11 |
|