YWP
YorkBridge Wealth Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.4M | Sell |
16,483
-985
| -6% | -$263K | 1.12% | 19 |
|
|
2022
Q3 | $4.5M | Buy |
17,468
+123
| +0.7% | +$31.7K | 1.16% | 18 |
|
|
2022
Q2 | $4.82M | Sell |
17,345
-380
| -2% | -$106K | 1.26% | 16 |
|
|
2022
Q1 | $5.98M | Sell |
17,725
-794
| -4% | -$268K | 1.31% | 14 |
|
|
2021
Q4 | $7.68M | Buy |
18,519
+295
| +2% | +$122K | 1.72% | 12 |
|
|
2021
Q3 | $5.83M | Sell |
18,224
-2,227
| -11% | -$712K | 1.47% | 16 |
|
|
2021
Q2 | $6.03M | Buy |
20,451
+64
| +0.3% | +$18.9K | 1.57% | 13 |
|
|
2021
Q1 | $5.63M | Buy |
20,387
+294
| +1% | +$81.2K | 1.66% | 11 |
|
|
2020
Q4 | $5.25M | Buy |
20,093
+739
| +4% | +$193K | 1.76% | 11 |
|
|
2020
Q3 | $4.37M | Buy |
19,354
+1,622
| +9% | +$367K | 1.84% | 13 |
|
|
2020
Q2 | $3.81M | Buy |
17,732
+2,261
| +15% | +$485K | 1.74% | 11 |
|
|
2020
Q1 | $2.53M | Sell |
15,471
-448
| -3% | -$73.1K | 1.55% | 14 |
|
|
2019
Q4 | $3.35M | Buy |
15,919
+106
| +0.7% | +$22.3K | 1.54% | 10 |
|
|
2019
Q3 | $3.04M | Buy |
15,813
+460
| +3% | +$88.5K | 1.53% | 11 |
|
|
2019
Q2 | $2.84M | Buy |
15,353
+891
| +6% | +$165K | 1.26% | 12 |
|
|
2019
Q1 | $2.55M | Buy |
14,462
+2,618
| +22% | +$461K | 1.17% | 14 |
|
|
2018
Q4 | $1.67M | Buy |
11,844
+187
| +2% | +$26.4K | 0.88% | 29 |
|
|
2018
Q3 | $2.02M | Buy |
11,657
+148
| +1% | +$25.7K | 0.93% | 22 |
|
|
2018
Q2 | $1.88M | Buy |
11,509
+1,230
| +12% | +$201K | 0.83% | 25 |
|
|
2018
Q1 | $1.54M | Buy |
10,279
+412
| +4% | +$61.8K | 0.71% | 37 |
|
|
2017
Q4 | $1.5M | Buy |
9,867
+41
| +0.4% | +$6.23K | 0.72% | 38 |
|
|
2017
Q3 | $1.33M | Sell |
9,826
-287
| -3% | -$38.8K | 0.69% | 39 |
|
|
2017
Q2 | $1.25M | Buy |
10,113
+272
| +3% | +$33.7K | 0.67% | 43 |
|
|
2017
Q1 | $1.19M | Buy |
9,841
+15
| +0.2% | +$1.81K | 0.62% | 45 |
|
|
2016
Q4 | $1.19M | Buy |
+9,826
| New | +$1.19M | 0.7% | 37 |
|