AA
Apriem Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,520
| Closed | -$527K | – | 174 |
|
|
2024
Q1 | $527K | Buy |
1,520
+75
| +5% | +$26K | 0.07% | 103 |
|
|
2023
Q4 | $507K | Sell |
1,445
-33
| -2% | -$11.6K | 0.07% | 96 |
|
|
2023
Q3 | $454K | Hold |
1,478
| – | – | 0.07% | 98 |
|
|
2023
Q2 | $456K | Hold |
1,478
| – | – | 0.07% | 104 |
|
|
2023
Q1 | $422K | Hold |
1,478
| – | – | 0.07% | 103 |
|
|
2022
Q4 | $394K | Hold |
1,478
| – | – | 0.07% | 100 |
|
|
2022
Q3 | $380K | Hold |
1,478
| – | – | 0.07% | 99 |
|
|
2022
Q2 | $410K | Hold |
1,478
| – | – | 0.07% | 94 |
|
|
2022
Q1 | $498K | Buy |
1,478
+24
| +2% | +$8.09K | 0.07% | 94 |
|
|
2021
Q4 | $603K | Buy |
1,454
+5
| +0.3% | +$2.07K | 0.09% | 86 |
|
|
2021
Q3 | $464K | Sell |
1,449
-50
| -3% | -$16K | 0.07% | 95 |
|
|
2021
Q2 | $442K | Hold |
1,499
| – | – | 0.07% | 96 |
|
|
2021
Q1 | $414K | Buy |
1,499
+215
| +17% | +$59.4K | 0.06% | 96 |
|
|
2020
Q4 | $335K | Buy |
1,284
+35
| +3% | +$9.13K | 0.06% | 99 |
|
|
2020
Q3 | $282K | Buy |
+1,249
| New | +$282K | 0.05% | 102 |
|
|
2018
Q3 | – | Sell |
-149
| Closed | -$24K | – | 152 |
|
|
2018
Q2 | $24K | Buy |
+149
| New | +$24K | 0.01% | 324 |
|
|
2017
Q2 | – | Sell |
-149
| Closed | -$18K | – | 142 |
|
|
2017
Q1 | $18K | Hold |
149
| – | – | ﹤0.01% | 353 |
|
|
2016
Q4 | $17K | Buy |
149
+49
| +49% | +$5.59K | 0.01% | 374 |
|
|
2016
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 384 |
|
|
2016
Q2 | $11K | Sell |
100
-33
| -25% | -$3.63K | ﹤0.01% | 401 |
|
|
2016
Q1 | $15K | Buy |
133
+33
| +33% | +$3.72K | 0.01% | 333 |
|
|
2015
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 372 |
|
|
2015
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 359 |
|
|
2015
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 409 |
|
|
2015
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 415 |
|
|
2014
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 381 |
|
|
2014
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 395 |
|
|
2014
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 352 |
|