APP
Avantax Planning Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
4,161
+685
| +20% | +$205K | 0.04% | 174 |
|
|
2025
Q1 | $1.08M | Buy |
3,476
+503
| +17% | +$157K | 0.04% | 180 |
|
|
2024
Q4 | $1.05M | Buy |
2,973
+333
| +13% | +$117K | 0.04% | 181 |
|
|
2024
Q3 | $933K | Sell |
2,640
-1,686
| -39% | -$596K | 0.03% | 185 |
|
|
2024
Q2 | $1.31M | Sell |
4,326
-452
| -9% | -$137K | 0.04% | 186 |
|
|
2024
Q1 | $1.66M | Buy |
4,778
+663
| +16% | +$230K | 0.05% | 164 |
|
|
2023
Q4 | $1.44M | Sell |
4,115
-335
| -8% | -$118K | 0.06% | 143 |
|
|
2023
Q3 | $1.37M | Buy |
4,450
+192
| +5% | +$59K | 0.06% | 138 |
|
|
2023
Q2 | $1.31M | Buy |
4,258
+209
| +5% | +$64.5K | 0.05% | 143 |
|
|
2023
Q1 | $1.16M | Buy |
4,049
+1,189
| +42% | +$340K | 0.05% | 151 |
|
|
2022
Q4 | $763K | Buy |
2,860
+45
| +2% | +$12K | 0.03% | 196 |
|
|
2022
Q3 | $724K | Sell |
2,815
-1,917
| -41% | -$493K | 0.03% | 190 |
|
|
2022
Q2 | $1.31M | Buy |
4,732
+435
| +10% | +$121K | 0.06% | 127 |
|
|
2022
Q1 | $1.45M | Buy |
4,297
+89
| +2% | +$30K | 0.06% | 124 |
|
|
2021
Q4 | $1.74M | Sell |
4,208
-34
| -0.8% | -$14.1K | 0.07% | 113 |
|
|
2021
Q3 | $1.36M | Sell |
4,242
-411
| -9% | -$131K | 0.06% | 110 |
|
|
2021
Q2 | $1.37M | Buy |
4,653
+650
| +16% | +$192K | 0.06% | 111 |
|
|
2021
Q1 | $1.11M | Sell |
4,003
-1,150
| -22% | -$318K | 0.06% | 126 |
|
|
2020
Q4 | $1.35M | Sell |
5,153
-235
| -4% | -$61.4K | 0.07% | 112 |
|
|
2020
Q3 | $1.22M | Sell |
5,388
-355
| -6% | -$80.3K | 0.06% | 115 |
|
|
2020
Q2 | $1.23M | Sell |
5,743
-713
| -11% | -$153K | 0.07% | 112 |
|
|
2020
Q1 | $1.05M | Buy |
6,456
+1,988
| +44% | +$325K | 0.07% | 105 |
|
|
2019
Q4 | $941K | Sell |
4,468
-76
| -2% | -$16K | 0.06% | 112 |
|
|
2019
Q3 | $874K | Buy |
4,544
+44
| +1% | +$8.46K | 0.05% | 119 |
|
|
2019
Q2 | $856K | Sell |
4,500
-106
| -2% | -$20.2K | 0.06% | 116 |
|
|
2019
Q1 | $811K | Buy |
4,606
+1,245
| +37% | +$219K | 0.06% | 117 |
|
|
2018
Q4 | $474K | Sell |
3,361
-51
| -1% | -$7.19K | 0.04% | 150 |
|
|
2018
Q3 | $581K | Sell |
3,412
-260
| -7% | -$44.3K | 0.05% | 130 |
|
|
2018
Q2 | $600K | Buy |
3,672
+123
| +3% | +$20.1K | 0.05% | 120 |
|
|
2018
Q1 | $544K | Buy |
3,549
+1,093
| +45% | +$168K | 0.05% | 167 |
|
|
2017
Q4 | $376K | Sell |
2,456
-1,554
| -39% | -$238K | 0.03% | 201 |
|
|
2017
Q3 | $542K | Buy |
4,010
+645
| +19% | +$87.2K | 0.04% | 197 |
|
|
2017
Q2 | $416K | Buy |
3,365
+464
| +16% | +$57.4K | 0.04% | 213 |
|
|
2017
Q1 | $348K | Sell |
2,901
-143
| -5% | -$17.2K | 0.03% | 224 |
|
|
2016
Q4 | $357K | Buy |
+3,044
| New | +$357K | 0.04% | 203 |
|