AAMA
Advanced Asset Management Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-600
| Closed | -$211K | – | 86 |
|
|
2024
Q4 | $211K | Buy |
+600
| New | +$211K | 0.06% | 69 |
|
|
2024
Q2 | – | Sell |
-600
| Closed | -$208K | – | 88 |
|
|
2024
Q1 | $208K | Sell |
600
-80
| -12% | -$27.7K | 0.05% | 74 |
|
|
2023
Q4 | $239K | Hold |
680
| – | – | 0.06% | 68 |
|
|
2023
Q3 | $209K | Hold |
680
| – | – | 0.05% | 72 |
|
|
2023
Q2 | $210K | Sell |
680
-280
| -29% | -$86.4K | 0.05% | 70 |
|
|
2023
Q1 | $274K | Hold |
960
| – | – | 0.07% | 66 |
|
|
2022
Q4 | $256K | Hold |
960
| – | – | 0.06% | 68 |
|
|
2022
Q3 | $247K | Hold |
960
| – | – | 0.07% | 65 |
|
|
2022
Q2 | $267K | Hold |
960
| – | – | 0.07% | 66 |
|
|
2022
Q1 | $324K | Hold |
960
| – | – | 0.07% | 63 |
|
|
2021
Q4 | $398K | Hold |
960
| – | – | 0.08% | 61 |
|
|
2021
Q3 | $307K | Hold |
960
| – | – | 0.07% | 67 |
|
|
2021
Q2 | $283K | Sell |
960
-385
| -29% | -$113K | 0.06% | 72 |
|
|
2021
Q1 | $372K | Hold |
1,345
| – | – | 0.08% | 67 |
|
|
2020
Q4 | $351K | Hold |
1,345
| – | – | 0.08% | 68 |
|
|
2020
Q3 | $304K | Hold |
1,345
| – | – | 0.08% | 68 |
|
|
2020
Q2 | $289K | Hold |
1,345
| – | – | 0.08% | 67 |
|
|
2020
Q1 | $220K | Hold |
1,345
| – | – | 0.08% | 82 |
|
|
2019
Q4 | $283K | Sell |
1,345
-110
| -8% | -$23.1K | 0.09% | 80 |
|
|
2019
Q3 | $280K | Buy |
+1,455
| New | +$280K | 0.09% | 86 |
|