B. Riley Wealth 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 | $1.06M | Buy |
+3,530
| New | +$1.06M | 0.05% | 334 |
|
2024
Q4 | $4.92M | Sell |
13,981
-811
| -5% | -$285K | 0.16% | 140 |
|
2024
Q3 | $5.25M | Sell |
14,792
-454
| -3% | -$161K | 0.15% | 156 |
|
2024
Q2 | $4.63M | Buy |
15,246
+3,676
| +32% | +$1.12M | 0.12% | 171 |
|
2024
Q1 | $3.55M | Buy |
11,570
+2,768
| +31% | +$850K | 0.1% | 212 |
|
2023
Q4 | $3.09M | Sell |
8,802
-2,768
| -24% | -$971K | 0.08% | 248 |
|
2023
Q3 | $3.55M | Buy |
11,570
+551
| +5% | +$169K | 0.1% | 212 |
|
2023
Q2 | $2.93M | Buy |
11,019
+282
| +3% | +$75.1K | 0.07% | 279 |
|
2023
Q1 | $2.64M | Sell |
10,737
-762
| -7% | -$187K | 0.07% | 282 |
|
2022
Q4 | $2.66M | Sell |
11,499
-1,173
| -9% | -$272K | 0.07% | 271 |
|
2022
Q3 | $2.88M | Buy |
12,672
+3,358
| +36% | +$762K | 0.09% | 232 |
|
2022
Q2 | $2.18M | Sell |
9,314
-7,537
| -45% | -$1.76M | 0.09% | 223 |
|
2022
Q1 | $5.18M | Buy |
16,851
+4,484
| +36% | +$1.38M | 0.17% | 128 |
|
2021
Q4 | $4.51M | Buy |
12,367
+31
| +0.3% | +$11.3K | 0.13% | 168 |
|
2021
Q3 | $3.44M | Buy |
12,336
+1,969
| +19% | +$549K | 0.11% | 214 |
|
2021
Q2 | $2.6M | Buy |
10,367
+14
| +0.1% | +$3.51K | 0.08% | 276 |
|
2021
Q1 | $2.85M | Buy |
10,353
+821
| +9% | +$226K | 0.1% | 231 |
|
2020
Q4 | $2.49M | Sell |
9,532
-1,232
| -11% | -$322K | 0.13% | 171 |
|
2020
Q3 | $2.42M | Buy |
10,764
+891
| +9% | +$200K | 0.13% | 174 |
|
2020
Q2 | $2.12M | Buy |
9,873
+107
| +1% | +$23K | 0.14% | 161 |
|
2020
Q1 | $1.6M | Buy |
9,766
+365
| +4% | +$59.7K | 0.14% | 159 |
|
2019
Q4 | $1.98M | Sell |
9,401
-1,168
| -11% | -$246K | 0.17% | 139 |
|
2019
Q3 | $2.04M | Buy |
10,569
+3,458
| +49% | +$666K | 0.2% | 112 |
|
2019
Q2 | $1.32M | Sell |
7,111
-125
| -2% | -$23.1K | 0.14% | 150 |
|
2019
Q1 | $1.28M | Sell |
7,236
-23
| -0.3% | -$4.05K | 0.16% | 145 |
|
2018
Q4 | $1.03M | Buy |
7,259
+105
| +1% | +$14.8K | 0.15% | 151 |
|
2018
Q3 | $1.22M | Buy |
7,154
+294
| +4% | +$50.1K | 0.15% | 160 |
|
2018
Q2 | $1.12M | Buy |
6,860
+443
| +7% | +$72.5K | 0.15% | 163 |
|
2018
Q1 | $988K | Sell |
6,417
-829
| -11% | -$128K | 0.14% | 172 |
|
2017
Q4 | $1.11M | Sell |
7,246
-619
| -8% | -$94.9K | 0.15% | 161 |
|
2017
Q3 | $1.06M | Sell |
7,865
-1,491
| -16% | -$202K | 0.18% | 138 |
|
2017
Q2 | $1.16M | Buy |
9,356
+1,115
| +14% | +$138K | 0.21% | 130 |
|
2017
Q1 | $990K | Buy |
8,241
+114
| +1% | +$13.7K | 0.2% | 127 |
|
2016
Q4 | $953K | Sell |
8,127
-337
| -4% | -$39.5K | 0.19% | 135 |
|
2016
Q3 | $1.04M | Sell |
8,464
-247
| -3% | -$30.2K | 0.2% | 128 |
|
2016
Q2 | $987K | Buy |
8,711
+285
| +3% | +$32.3K | 0.2% | 139 |
|
2016
Q1 | $972K | Buy |
8,426
+623
| +8% | +$71.9K | 0.22% | 106 |
|
2015
Q4 | $816K | Sell |
7,803
-112
| -1% | -$11.7K | 0.17% | 161 |
|
2015
Q3 | $778K | Sell |
7,915
-315
| -4% | -$31K | 0.19% | 145 |
|
2015
Q2 | $798K | Buy |
8,230
+99
| +1% | +$9.6K | 0.2% | 139 |
|
2015
Q1 | $762K | Buy |
8,131
+1,574
| +24% | +$148K | 0.19% | 146 |
|
2014
Q4 | $5.68K | Buy |
+6,557
| New | +$5.68K | 0.12% | 209 |
|
2014
Q3 | – | Sell |
-5,405
| Closed | -$437K | – | 677 |
|
2014
Q2 | $437K | Buy |
+5,405
| New | +$437K | 0.1% | 217 |
|