AWM
Avior Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Sell |
12,762
-643
| -5% | -$192K | 0.13% | 126 |
|
|
2025
Q1 | $4.18M | Sell |
13,405
-32
| -0.2% | -$9.99K | 0.16% | 108 |
|
|
2024
Q4 | $4.73M | Sell |
13,437
-113
| -0.8% | -$39.8K | 0.17% | 98 |
|
|
2024
Q3 | $4.79M | Sell |
13,550
-359
| -3% | -$127K | 0.19% | 91 |
|
|
2024
Q2 | $4.22M | Sell |
13,909
-313
| -2% | -$95K | 0.18% | 101 |
|
|
2024
Q1 | $4.93M | Buy |
14,222
+2,402
| +20% | +$833K | 0.23% | 83 |
|
|
2023
Q4 | $4.15M | Buy |
11,820
+43
| +0.4% | +$15.1K | 0.25% | 79 |
|
|
2023
Q3 | $3.62M | Hold |
11,777
| – | – | 0.24% | 77 |
|
|
2023
Q2 | $3.63M | Sell |
11,777
-503
| -4% | -$155K | 0.24% | 80 |
|
|
2023
Q1 | $3.51M | Buy |
12,280
+12,187
| +13,104% | +$3.48M | 0.24% | 84 |
|
|
2022
Q4 | $24.8K | Hold |
93
| – | – | ﹤0.01% | 727 |
|
|
2022
Q3 | $23K | Hold |
93
| – | – | ﹤0.01% | 717 |
|
|
2022
Q2 | $25K | Sell |
93
-127
| -58% | -$34.1K | ﹤0.01% | 649 |
|
|
2022
Q1 | $74K | Buy |
220
+201
| +1,058% | +$67.6K | 0.01% | 543 |
|
|
2021
Q4 | $7K | Sell |
19
-91
| -83% | -$33.5K | ﹤0.01% | 839 |
|
|
2021
Q3 | $35K | Buy |
110
+2
| +2% | +$636 | ﹤0.01% | 594 |
|
|
2021
Q2 | $32K | Sell |
108
-102
| -49% | -$30.2K | ﹤0.01% | 585 |
|
|
2021
Q1 | $58K | Sell |
210
-2
| -0.9% | -$552 | 0.01% | 512 |
|
|
2020
Q4 | $55K | Buy |
212
+92
| +77% | +$23.9K | 0.01% | 484 |
|
|
2020
Q3 | $27K | Hold |
120
| – | – | ﹤0.01% | 555 |
|
|
2020
Q2 | $25K | Hold |
120
| – | – | ﹤0.01% | 542 |
|
|
2020
Q1 | $19K | Buy |
120
+104
| +650% | +$16.5K | ﹤0.01% | 516 |
|
|
2019
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 684 |
|
|
2019
Q3 | $3K | Sell |
16
-34
| -68% | -$6.38K | ﹤0.01% | 645 |
|
|
2019
Q2 | $9K | Sell |
50
-139
| -74% | -$25K | ﹤0.01% | 601 |
|
|
2019
Q1 | $33K | Buy |
189
+155
| +456% | +$27.1K | 0.01% | 456 |
|
|
2018
Q4 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 624 |
|
|
2018
Q3 | – | Sell |
-1,730
| Closed | -$283K | – | 726 |
|
|
2018
Q2 | $283K | Sell |
1,730
-13
| -0.7% | -$2.13K | 0.06% | 255 |
|
|
2018
Q1 | $268K | Sell |
1,743
-53
| -3% | -$8.15K | 0.06% | 250 |
|
|
2017
Q4 | $274K | Buy |
+1,796
| New | +$274K | 0.06% | 262 |
|
|
2016
Q2 | – | Sell |
-188
| Closed | -$22K | – | 462 |
|
|
2016
Q1 | $22K | Buy |
188
+48
| +34% | +$5.62K | 0.01% | 273 |
|
|
2015
Q4 | $15K | Buy |
+140
| New | +$15K | 0.01% | 279 |
|