Number of Shares
2,495.00
Current Holdings Value*
$742,030.00
% of Portfolio
0.27%
Total Estimate Gain
$-154,658.75
% of Total Estimate Gain
-8.71%

Selective Wealth Management, Inc.'s Accenture PLC Holding Summary

As of 2025-06-30, Selective Wealth Management, Inc. held 2,495.00 shares of Accenture PLC(ACN), totaling $742,030.00. This investment constitutes 0.27% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0% of the outstanding Accenture PLC(ACN) stock.

The initial trade took place in 2020Q2. And since then Selective Wealth Management, Inc. has made 8 purchases of ACN, at an average price of $320.28, for a total of 5,545.00 shares. In addition, there have been 4 sales at an average price of $302.53 for 3,050.00 shares. Based on historical transaction data and ACN's current price of $279.99, Selective Wealth Management, Inc.'s estimated gain on his ACN holdings is $-154,658.75, reflecting a -8.71% gain to date.

Selective Wealth Management, Inc. ACN ($279.99) Holding Chart

Selective Wealth Management, Inc. ACN ($279.99) 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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