AWA
Arete Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Buy |
3,101
+1,640
| +112% | +$490K | 0.07% | 268 |
|
|
2025
Q1 | $456K | Sell |
1,461
-421
| -22% | -$131K | 0.03% | 417 |
|
|
2024
Q4 | $662K | Buy |
1,882
+131
| +7% | +$46.1K | 0.05% | 337 |
|
|
2024
Q3 | $616K | Sell |
1,751
-15,118
| -90% | -$5.32M | 0.05% | 319 |
|
|
2024
Q2 | $5.12M | Sell |
16,869
-727
| -4% | -$221K | 0.42% | 50 |
|
|
2024
Q1 | $6.1M | Sell |
17,596
-212
| -1% | -$73.5K | 0.56% | 40 |
|
|
2023
Q4 | $6.25M | Buy |
17,808
+137
| +0.8% | +$48.1K | 0.48% | 42 |
|
|
2023
Q3 | $5.43M | Buy |
17,671
+462
| +3% | +$142K | 0.94% | 21 |
|
|
2023
Q2 | $5.31M | Sell |
17,209
-742
| -4% | -$229K | 0.47% | 46 |
|
|
2023
Q1 | $5.13M | Sell |
17,951
-413
| -2% | -$118K | 0.42% | 51 |
|
|
2022
Q4 | $4.9B | Sell |
18,364
-182
| -1% | -$48.6M | 0.43% | 47 |
|
|
2022
Q3 | $4.77M | Buy |
18,546
+15,679
| +547% | +$4.03M | 0.47% | 47 |
|
|
2022
Q2 | $796K | Sell |
2,867
-15,463
| -84% | -$4.29M | 0.08% | 180 |
|
|
2022
Q1 | $6.18M | Sell |
18,330
-246
| -1% | -$83K | 0.52% | 46 |
|
|
2021
Q4 | $7.69M | Buy |
18,576
+14,835
| +397% | +$6.14M | 0.66% | 35 |
|
|
2021
Q3 | $1.2M | Buy |
3,741
+61
| +2% | +$19.5K | 0.13% | 150 |
|
|
2021
Q2 | $331K | Buy |
3,680
+354
| +11% | +$31.8K | 0.05% | 255 |
|
|
2021
Q1 | $919K | Sell |
3,326
-364
| -10% | -$101K | 0.12% | 170 |
|
|
2020
Q4 | $951K | Sell |
3,690
-7,977
| -68% | -$2.06M | 0.13% | 157 |
|
|
2020
Q3 | $2.6M | Sell |
11,667
-66
| -0.6% | -$14.7K | 0.39% | 59 |
|
|
2020
Q2 | $2.52M | Sell |
11,733
-564
| -5% | -$121K | 0.44% | 53 |
|
|
2020
Q1 | $2.01M | Sell |
12,297
-1,893
| -13% | -$309K | 0.4% | 56 |
|
|
2019
Q4 | $2.99M | Sell |
14,190
-9
| -0.1% | -$1.9K | 0.52% | 49 |
|
|
2019
Q3 | $2.73M | Buy |
14,199
+361
| +3% | +$69.4K | 0.52% | 47 |
|
|
2019
Q2 | $2.56M | Buy |
13,838
+67
| +0.5% | +$12.4K | 0.5% | 51 |
|
|
2019
Q1 | $2.42M | Buy |
13,771
+3,983
| +41% | +$701K | 0.51% | 51 |
|
|
2018
Q4 | $1.38M | Buy |
9,788
+4,533
| +86% | +$639K | 0.34% | 74 |
|
|
2018
Q3 | $894K | Buy |
5,255
+415
| +9% | +$70.6K | 0.2% | 123 |
|
|
2018
Q2 | $792K | Buy |
4,840
+2,633
| +119% | +$431K | 0.19% | 135 |
|
|
2018
Q1 | $339K | Sell |
2,207
-113
| -5% | -$17.4K | 0.11% | 217 |
|
|
2017
Q4 | $355K | Sell |
2,320
-51
| -2% | -$7.8K | 0.12% | 210 |
|
|
2017
Q3 | $320K | Hold |
2,371
| – | – | 0.13% | 200 |
|
|
2017
Q2 | $293K | Buy |
2,371
+117
| +5% | +$14.5K | 0.13% | 191 |
|
|
2017
Q1 | $270K | Buy |
2,254
+87
| +4% | +$10.4K | 0.12% | 163 |
|
|
2016
Q4 | $254K | Buy |
2,167
+21
| +1% | +$2.46K | 0.12% | 151 |
|
|
2016
Q3 | $262K | Hold |
2,146
| – | – | 0.15% | 118 |
|
|
2016
Q2 | $243K | Sell |
2,146
-297
| -12% | -$33.6K | 0.15% | 115 |
|
|
2016
Q1 | $282K | Buy |
+2,443
| New | +$282K | 0.17% | 110 |
|