Ownership history in Transform Wealth, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in ACCENTURE PLC IRELAND (ACN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | REDUCED | 51,367 | -42 | -0.1% | 0.97% | $16.0M | $308.96 |
| 2024 Q4 | ADDED | 51,409 | +2,819 | +5.8% | 1.00% | $18.1M | $346.84 |
| 2024 Q3 | ADDED | 48,590 | +12,605 | +35.0% | 1.14% | $17.2M | $347.09 |
| 2024 Q2 | ADDED | 35,985 | +596 | +1.7% | 0.82% | $10.9M | $296.63 |
| 2024 Q1 | ADDED | 35,389 | +12,231 | +52.8% | 1.16% | $12.3M | $337.55 |
| 2023 Q4 | REDUCED | 23,158 | -163 | -0.7% | 0.79% | $8.1M | $340.50 |
| 2023 Q3 | ADDED | 23,321 | +243 | +1.1% | 0.76% | $7.2M | $296.77 |
| 2023 Q2 | REDUCED | 23,078 | -23,216 | -50.1% | 0.64% | $7.1M | $297.11 |
| 2023 Q1 | ADDED | 46,294 | +84 | +0.2% | 1.25% | $13.2M | $274.11 |
| 2022 Q4 | ADDED | 46,210 | +120 | +0.3% | 1.38% | $12.3M | $254.87 |
As of 2025 Q4 — sorted by position size