AP
Appleton Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $643K | Sell |
2,151
-193
| -8% | -$57.7K | 0.05% | 163 |
|
|
2025
Q1 | $732K | Sell |
2,344
-1,080
| -32% | -$337K | 0.06% | 153 |
|
|
2024
Q4 | $1.21M | Buy |
3,424
+172
| +5% | +$60.5K | 0.09% | 126 |
|
|
2024
Q3 | $1.15M | Sell |
3,252
-9,745
| -75% | -$3.44M | 0.08% | 127 |
|
|
2024
Q2 | $3.94M | Sell |
12,997
-138
| -1% | -$41.9K | 0.3% | 85 |
|
|
2024
Q1 | $4.55M | Sell |
13,135
-907
| -6% | -$314K | 0.35% | 79 |
|
|
2023
Q4 | $4.93M | Sell |
14,042
-450
| -3% | -$158K | 0.4% | 75 |
|
|
2023
Q3 | $4.45M | Sell |
14,492
-2,439
| -14% | -$749K | 0.4% | 75 |
|
|
2023
Q2 | $5.23M | Sell |
16,931
-615
| -4% | -$190K | 0.44% | 63 |
|
|
2023
Q1 | $5.02M | Sell |
17,546
-226
| -1% | -$64.6K | 0.45% | 63 |
|
|
2022
Q4 | $4.74M | Sell |
17,772
-4,362
| -20% | -$1.16M | 0.45% | 65 |
|
|
2022
Q3 | $5.7M | Sell |
22,134
-533
| -2% | -$137K | 0.57% | 50 |
|
|
2022
Q2 | $6.29M | Sell |
22,667
-1,471
| -6% | -$408K | 0.6% | 50 |
|
|
2022
Q1 | $8.14M | Sell |
24,138
-1,470
| -6% | -$496K | 0.67% | 47 |
|
|
2021
Q4 | $10.6M | Sell |
25,608
-662
| -3% | -$274K | 0.8% | 34 |
|
|
2021
Q3 | $8.4M | Sell |
26,270
-139
| -0.5% | -$44.5K | 0.7% | 42 |
|
|
2021
Q2 | $7.79M | Sell |
26,409
-774
| -3% | -$228K | 0.66% | 42 |
|
|
2021
Q1 | $7.51M | Sell |
27,183
-2,351
| -8% | -$649K | 0.7% | 40 |
|
|
2020
Q4 | $7.72M | Sell |
29,534
-130
| -0.4% | -$34K | 0.76% | 37 |
|
|
2020
Q3 | $6.7M | Sell |
29,664
-291
| -1% | -$65.8K | 0.74% | 35 |
|
|
2020
Q2 | $6.43M | Sell |
29,955
-356
| -1% | -$76.4K | 0.77% | 35 |
|
|
2020
Q1 | $4.95M | Sell |
30,311
-795
| -3% | -$130K | 0.69% | 39 |
|
|
2019
Q4 | $6.55M | Sell |
31,106
-47
| -0.2% | -$9.9K | 0.72% | 37 |
|
|
2019
Q3 | $5.99M | Sell |
31,153
-123
| -0.4% | -$23.7K | 0.72% | 38 |
|
|
2019
Q2 | $5.78M | Sell |
31,276
-878
| -3% | -$162K | 0.71% | 40 |
|
|
2019
Q1 | $5.66M | Buy |
32,154
+114
| +0.4% | +$20.1K | 0.75% | 39 |
|
|
2018
Q4 | $4.52M | Sell |
32,040
-391
| -1% | -$55.1K | 0.68% | 44 |
|
|
2018
Q3 | $5.52M | Buy |
32,431
+1,940
| +6% | +$330K | 0.74% | 41 |
|
|
2018
Q2 | $4.99M | Buy |
30,491
+1,149
| +4% | +$188K | 0.71% | 44 |
|
|
2018
Q1 | $4.5M | Sell |
29,342
-643
| -2% | -$98.7K | 0.68% | 47 |
|
|
2017
Q4 | $4.59M | Buy |
29,985
+106
| +0.4% | +$16.2K | 0.71% | 43 |
|
|
2017
Q3 | $4.04M | Sell |
29,879
-3,700
| -11% | -$500K | 0.68% | 48 |
|
|
2017
Q2 | $4.15M | Buy |
33,579
+4,557
| +16% | +$564K | 0.7% | 52 |
|
|
2017
Q1 | $3.48M | Sell |
29,022
-5,631
| -16% | -$675K | 0.64% | 56 |
|
|
2016
Q4 | $4.06M | Sell |
34,653
-676
| -2% | -$79.2K | 0.82% | 43 |
|
|
2016
Q3 | $4.32M | Buy |
35,329
+3,640
| +11% | +$445K | 0.81% | 45 |
|
|
2016
Q2 | $3.59M | Buy |
31,689
+718
| +2% | +$81.3K | 0.73% | 46 |
|
|
2016
Q1 | $3.57M | Buy |
30,971
+1,321
| +4% | +$152K | 0.71% | 52 |
|
|
2015
Q4 | $3.1M | Buy |
29,650
+11,750
| +66% | +$1.23M | 0.61% | 56 |
|
|
2015
Q3 | $1.76M | Buy |
17,900
+8,675
| +94% | +$852K | 0.4% | 69 |
|
|
2015
Q2 | $893K | Buy |
9,225
+1,840
| +25% | +$178K | 0.2% | 99 |
|
|
2015
Q1 | $692K | Buy |
7,385
+480
| +7% | +$45K | 0.16% | 108 |
|
|
2014
Q4 | $617K | Sell |
6,905
-320
| -4% | -$28.6K | 0.14% | 110 |
|
|
2014
Q3 | $588K | Sell |
7,225
-70
| -1% | -$5.7K | 0.14% | 110 |
|
|
2014
Q2 | $590K | Sell |
7,295
-265
| -4% | -$21.4K | 0.14% | 111 |
|
|
2014
Q1 | $603K | Sell |
7,560
-2,454
| -25% | -$196K | 0.14% | 105 |
|
|
2013
Q4 | $823K | Buy |
10,014
+2,560
| +34% | +$210K | 0.2% | 90 |
|
|
2013
Q3 | $549K | Buy |
7,454
+149
| +2% | +$11K | 0.15% | 99 |
|
|
2013
Q2 | $526K | Buy |
+7,305
| New | +$526K | 0.15% | 90 |
|