AFA
AllGen Financial Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,507
| Closed | -$3.34M | – | 39 |
|
|
2024
Q4 | $3.34M | Sell |
9,507
-313
| -3% | -$110K | 1.12% | 21 |
|
|
2024
Q3 | $3.47M | Buy |
9,820
+300
| +3% | +$106K | 1.13% | 22 |
|
|
2024
Q2 | $2.89M | Buy |
9,520
+1,629
| +21% | +$494K | 1.1% | 25 |
|
|
2024
Q1 | $2.74M | Sell |
7,891
-1,443
| -15% | -$500K | 1.11% | 25 |
|
|
2023
Q4 | $3.28M | Sell |
9,334
-84
| -0.9% | -$29.5K | 1.7% | 15 |
|
|
2023
Q3 | $2.89M | Sell |
9,418
-48
| -0.5% | -$14.7K | 2.06% | 13 |
|
|
2023
Q2 | $2.92M | Buy |
9,466
+3,756
| +66% | +$1.16M | 1.84% | 15 |
|
|
2023
Q1 | $1.63M | Buy |
5,710
+95
| +2% | +$27.2K | 1.14% | 24 |
|
|
2022
Q4 | $1.5M | Buy |
5,615
+204
| +4% | +$54.4K | 1.07% | 25 |
|
|
2022
Q3 | $1.39M | Sell |
5,411
-102
| -2% | -$26.2K | 1.08% | 26 |
|
|
2022
Q2 | $1.53M | Buy |
5,513
+474
| +9% | +$132K | 1.26% | 24 |
|
|
2022
Q1 | $1.7M | Sell |
5,039
-188
| -4% | -$63.4K | 1.42% | 21 |
|
|
2021
Q4 | $2.17M | Buy |
5,227
+1,177
| +29% | +$488K | 1.61% | 18 |
|
|
2021
Q3 | $1.3M | Sell |
4,050
-894
| -18% | -$286K | 1.06% | 20 |
|
|
2021
Q2 | $1.46M | Buy |
4,944
+2,975
| +151% | +$877K | 1.12% | 21 |
|
|
2021
Q1 | $544K | Sell |
1,969
-812
| -29% | -$224K | 0.44% | 31 |
|
|
2020
Q4 | $726K | Buy |
+2,781
| New | +$726K | 0.67% | 28 |
|