AAS
Avantax Advisory Services’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Sell |
53,238
-6,924
| -12% | -$2.07M | 0.09% | 178 |
|
|
2025
Q1 | $18.8M | Buy |
60,162
+2,727
| +5% | +$851K | 0.11% | 137 |
|
|
2024
Q4 | $20.2M | Buy |
57,435
+775
| +1% | +$273K | 0.13% | 122 |
|
|
2024
Q3 | $20M | Buy |
56,660
+141
| +0.2% | +$49.8K | 0.13% | 120 |
|
|
2024
Q2 | $17.1M | Buy |
56,519
+17,590
| +45% | +$5.34M | 0.12% | 126 |
|
|
2024
Q1 | $13.5M | Buy |
38,929
+4,775
| +14% | +$1.66M | 0.12% | 130 |
|
|
2023
Q4 | $12M | Buy |
34,154
+40
| +0.1% | +$14K | 0.12% | 136 |
|
|
2023
Q3 | $10.5M | Buy |
34,114
+521
| +2% | +$160K | 0.12% | 136 |
|
|
2023
Q2 | $10.4M | Buy |
33,593
+316
| +0.9% | +$97.5K | 0.12% | 140 |
|
|
2023
Q1 | $9.51M | Buy |
33,277
+1,503
| +5% | +$430K | 0.12% | 142 |
|
|
2022
Q4 | $8.48M | Sell |
31,774
-3,754
| -11% | -$1M | 0.11% | 150 |
|
|
2022
Q3 | $9.14M | Buy |
35,528
+5,498
| +18% | +$1.41M | 0.14% | 116 |
|
|
2022
Q2 | $8.34M | Buy |
30,030
+7,997
| +36% | +$2.22M | 0.13% | 132 |
|
|
2022
Q1 | $7.42M | Buy |
22,033
+1,211
| +6% | +$408K | 0.1% | 148 |
|
|
2021
Q4 | $8.64M | Buy |
20,822
+1,220
| +6% | +$506K | 0.13% | 124 |
|
|
2021
Q3 | $6.28M | Buy |
19,602
+2,209
| +13% | +$708K | 0.1% | 151 |
|
|
2021
Q2 | $5.13M | Buy |
17,393
+5,899
| +51% | +$1.74M | 0.09% | 169 |
|
|
2021
Q1 | $3.18M | Buy |
11,494
+1,515
| +15% | +$420K | 0.07% | 210 |
|
|
2020
Q4 | $2.61M | Sell |
9,979
-9,608
| -49% | -$2.51M | 0.06% | 216 |
|
|
2020
Q3 | $4.43M | Buy |
19,587
+11,712
| +149% | +$2.65M | 0.07% | 222 |
|
|
2020
Q2 | $1.69M | Buy |
7,875
+408
| +5% | +$87.5K | 0.05% | 251 |
|
|
2020
Q1 | $1.22M | Buy |
7,467
+5
| +0.1% | +$814 | 0.04% | 265 |
|
|
2019
Q4 | $1.57M | Buy |
7,462
+1,554
| +26% | +$327K | 0.04% | 255 |
|
|
2019
Q3 | $1.14M | Buy |
5,908
+765
| +15% | +$147K | 0.05% | 191 |
|
|
2019
Q2 | $950K | Buy |
5,143
+281
| +6% | +$51.9K | 0.04% | 197 |
|
|
2019
Q1 | $856K | Buy |
4,862
+1,560
| +47% | +$275K | 0.05% | 193 |
|
|
2018
Q4 | $464K | Buy |
+3,302
| New | +$464K | 0.08% | 233 |
|