Phillips Wealth Planners LLC ACN Holdings History
Phillips Wealth Planners LLC's Accenture PLC Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 4,763.00 shares of Accenture PLC(ACN), totaling $1.44 Mil. This investment constitutes 1.31% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding Accenture PLC(ACN) stock.
The initial trade took place in 2023Q1. And since then Phillips Wealth Planners LLC has made 9 purchases of ACN, at an average price of $297.10, for a total of 5,163.00 shares. In addition, there have been 1 sales at an average price of $364.48 for 400.00 shares. Based on historical transaction data and ACN's current price of $286.04, Phillips Wealth Planners LLC's estimated gain on his ACN holdings is $-25,712.42, reflecting a -1.68% gain to date.
Phillips Wealth Planners LLC ACN ($286.04) Holding Chart
Phillips Wealth Planners LLC ACN ($286.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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