WP
WMS Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,502
| Closed | -$528K | – | 4 |
|
|
2024
Q4 | $528K | Buy |
1,502
+15
| +1% | +$5.28K | 0.03% | 175 |
|
|
2024
Q3 | $526K | Sell |
1,487
-1,457
| -49% | -$515K | 0.03% | 170 |
|
|
2024
Q2 | $893K | Sell |
2,944
-292
| -9% | -$88.6K | 0.06% | 110 |
|
|
2024
Q1 | $1.12M | Buy |
3,236
+60
| +2% | +$20.8K | 0.08% | 102 |
|
|
2023
Q4 | $1.11M | Sell |
3,176
-85
| -3% | -$29.8K | 0.08% | 98 |
|
|
2023
Q3 | $1M | Sell |
3,261
-158
| -5% | -$48.5K | 0.08% | 96 |
|
|
2023
Q2 | $1.06M | Sell |
3,419
-22
| -0.6% | -$6.79K | 0.08% | 94 |
|
|
2023
Q1 | $983K | Sell |
3,441
-110
| -3% | -$31.4K | 0.09% | 94 |
|
|
2022
Q4 | $948K | Buy |
3,551
+45
| +1% | +$12K | 0.09% | 100 |
|
|
2022
Q3 | $902K | Buy |
3,506
+17
| +0.5% | +$4.37K | 0.12% | 94 |
|
|
2022
Q2 | $969K | Hold |
3,489
| – | – | 0.15% | 88 |
|
|
2022
Q1 | $1.18M | Buy |
+3,489
| New | +$1.18M | 0.16% | 72 |
|
|
2021
Q4 | – | Sell |
-2,986
| Closed | -$955K | – | 222 |
|
|
2021
Q3 | $955K | Hold |
2,986
| – | – | 0.14% | 89 |
|
|
2021
Q2 | $880K | Buy |
+2,986
| New | +$880K | 0.13% | 88 |
|
|
2021
Q1 | – | Sell |
-3,322
| Closed | -$868K | – | 227 |
|
|
2020
Q4 | $868K | Sell |
3,322
-52
| -2% | -$13.6K | 0.15% | 71 |
|
|
2020
Q3 | $762K | Sell |
3,374
-28
| -0.8% | -$6.32K | 0.15% | 79 |
|
|
2020
Q2 | $730K | Sell |
3,402
-36
| -1% | -$7.73K | 0.15% | 77 |
|
|
2020
Q1 | $561K | Sell |
3,438
-6
| -0.2% | -$979 | 0.16% | 76 |
|
|
2019
Q4 | $725K | Buy |
3,444
+6
| +0.2% | +$1.26K | 0.16% | 82 |
|
|
2019
Q3 | $661K | Buy |
3,438
+120
| +4% | +$23.1K | 0.16% | 85 |
|
|
2019
Q2 | $613K | Sell |
3,318
-518
| -14% | -$95.7K | 0.15% | 88 |
|
|
2019
Q1 | $675K | Hold |
3,836
| – | – | 0.17% | 78 |
|
|
2018
Q4 | $541K | Sell |
3,836
-2,000
| -34% | -$282K | 0.15% | 89 |
|
|
2018
Q3 | $993K | Hold |
5,836
| – | – | 0.11% | 79 |
|
|
2018
Q2 | $955K | Sell |
5,836
-50
| -0.8% | -$8.18K | 0.11% | 80 |
|
|
2018
Q1 | $904K | Sell |
5,886
-3,765
| -39% | -$578K | 0.11% | 78 |
|
|
2017
Q4 | $1.48M | Sell |
9,651
-481
| -5% | -$73.6K | 0.17% | 72 |
|
|
2017
Q3 | $1.37M | Buy |
10,132
+225
| +2% | +$30.4K | 0.16% | 71 |
|
|
2017
Q2 | $1.23M | Hold |
9,907
| – | – | 0.15% | 71 |
|
|
2017
Q1 | $1.19M | Hold |
9,907
| – | – | 0.15% | 70 |
|
|
2016
Q4 | $1.16M | Sell |
9,907
-520
| -5% | -$60.9K | 0.15% | 72 |
|
|
2016
Q3 | $1.27M | Hold |
10,427
| – | – | 0.17% | 69 |
|
|
2016
Q2 | $1.18M | Sell |
10,427
-105
| -1% | -$11.9K | 0.16% | 72 |
|
|
2016
Q1 | $1.22M | Hold |
10,532
| – | – | 0.17% | 73 |
|
|
2015
Q4 | $1.1M | Buy |
10,532
+105
| +1% | +$11K | 0.16% | 73 |
|
|
2015
Q3 | $1.03M | Sell |
10,427
-3,455
| -25% | -$340K | 0.16% | 74 |
|
|
2015
Q2 | $1.34M | Sell |
13,882
-782
| -5% | -$75.7K | 0.16% | 103 |
|
|
2015
Q1 | $1.37M | Buy |
14,664
+4,362
| +42% | +$409K | 0.17% | 100 |
|
|
2014
Q4 | $920K | Sell |
10,302
-1,159
| -10% | -$104K | 0.14% | 84 |
|
|
2014
Q3 | $932K | Sell |
11,461
-473
| -4% | -$38.5K | 0.15% | 91 |
|
|
2014
Q2 | $965K | Sell |
11,934
-403
| -3% | -$32.6K | 0.15% | 86 |
|
|
2014
Q1 | $983K | Buy |
12,337
+13
| +0.1% | +$1.04K | 0.16% | 87 |
|
|
2013
Q4 | $1.01M | Buy |
12,324
+3,194
| +35% | +$263K | 0.17% | 82 |
|
|
2013
Q3 | $672K | Hold |
9,130
| – | – | 0.13% | 88 |
|
|
2013
Q2 | $657K | Buy |
+9,130
| New | +$657K | 0.12% | 98 |
|