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Wealthsource Partners, LLC

SEC CIK
0001674623
Latest filing
Jan 16, 2024

ACN holding history

Accenture plc in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACN overviewAll 13F holders of ACNFull Q4 2023 holdings

Shares (Q4 2023)
1,338
Value
$469.5K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of ACN by Wealthsource Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20231,338$469.5K<0.1%−63−4.5%ReducedHolders
Q3 20231,401$430.3K<0.1%−91−6.1%ReducedHolders
Q2 20231,492$460.4K<0.1%−524−26.0%ReducedHolders
Q1 20232,016$576.1K<0.1%+5+0.2%AddedHolders
Q4 20222,011$536.7K<0.1%−200−9.0%ReducedHolders
Q3 20222,211$569.0K<0.1%−701−24.1%ReducedHolders
Q2 20222,912$809.0K0.1%−546−15.8%ReducedHolders
Q1 20223,458$1.17M0.1%−97−2.7%ReducedHolders
Q4 20213,555$1.47M0.1%−425−10.7%ReducedHolders
Q3 20213,980$1.27M0.1%+97+2.5%AddedHolders
Q2 20213,883$1.15M0.1%+104+2.8%AddedHolders
Q1 20213,779$1.04M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.