Aptus Capital Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
49,290
+2,341
| +5% | +$700K | 0.12% | 139 |
|
|
2025
Q1 | $14.7M | Sell |
46,949
-24,836
| -35% | -$7.75M | 0.15% | 133 |
|
|
2024
Q4 | $25.3M | Buy |
71,785
+11,026
| +18% | +$3.88M | 0.26% | 74 |
|
|
2024
Q3 | $21.5M | Buy |
60,759
+10,634
| +21% | +$3.76M | 0.32% | 72 |
|
|
2024
Q2 | $15.2M | Buy |
50,125
+10,705
| +27% | +$3.25M | 0.27% | 81 |
|
|
2024
Q1 | $13.7M | Buy |
39,420
+4,163
| +12% | +$1.44M | 0.25% | 78 |
|
|
2023
Q4 | $12.4M | Sell |
35,257
-12
| -0% | -$4.21K | 0.34% | 71 |
|
|
2023
Q3 | $10.8M | Sell |
35,269
-963
| -3% | -$296K | 0.3% | 75 |
|
|
2023
Q2 | $11.2M | Sell |
36,232
-2,493
| -6% | -$769K | 0.27% | 73 |
|
|
2023
Q1 | $11.1M | Sell |
38,725
-3,541
| -8% | -$1.01M | 0.3% | 69 |
|
|
2022
Q4 | $11.3M | Buy |
42,266
+238
| +0.6% | +$63.5K | 0.35% | 59 |
|
|
2022
Q3 | $10.8M | Buy |
42,028
+2,570
| +7% | +$661K | 0.26% | 51 |
|
|
2022
Q2 | $11M | Buy |
39,458
+4,697
| +14% | +$1.3M | 0.29% | 45 |
|
|
2022
Q1 | $11.7M | Buy |
34,761
+10,277
| +42% | +$3.47M | 0.29% | 38 |
|
|
2021
Q4 | $10.2M | Buy |
24,484
+11,083
| +83% | +$4.59M | 0.3% | 35 |
|
|
2021
Q3 | $4.29M | Sell |
13,401
-6,214
| -32% | -$1.99M | 0.11% | 82 |
|
|
2021
Q2 | $5.78M | Buy |
19,615
+2,392
| +14% | +$705K | 0.17% | 49 |
|
|
2021
Q1 | $4.76M | Sell |
17,223
-9,077
| -35% | -$2.51M | 0.17% | 48 |
|
|
2020
Q4 | $6.87M | Buy |
26,300
+257
| +1% | +$67.1K | 0.31% | 38 |
|
|
2020
Q3 | $5.89M | Sell |
26,043
-1,890
| -7% | -$427K | 0.31% | 39 |
|
|
2020
Q2 | $6M | Buy |
27,933
+2,394
| +9% | +$514K | 0.38% | 32 |
|
|
2020
Q1 | $4.17M | Buy |
+25,539
| New | +$4.17M | 0.36% | 42 |
|
|
2019
Q2 | – | Sell |
-1,140
| Closed | -$200K | – | 320 |
|
|
2019
Q1 | $200K | Sell |
1,140
-9,339
| -89% | -$1.64M | 0.03% | 289 |
|
|
2018
Q4 | $1.48M | Buy |
+10,479
| New | +$1.48M | 0.39% | 39 |
|