Bank of Marin’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $763K | Buy |
2,552
+13
| +0.5% | +$3.89K | 0.58% | 53 |
|
2025
Q1 | $792K | Sell |
2,539
-541
| -18% | -$169K | 1.01% | 29 |
|
2024
Q4 | $1.08M | Buy |
3,080
+238
| +8% | +$83.7K | 0.86% | 32 |
|
2024
Q3 | $1M | Sell |
2,842
-2
| -0.1% | -$707 | 0.81% | 34 |
|
2024
Q2 | $863K | Buy |
2,844
+58
| +2% | +$17.6K | 0.74% | 40 |
|
2024
Q1 | $966K | Sell |
2,786
-561
| -17% | -$194K | 0.85% | 34 |
|
2023
Q4 | $1.17M | Buy |
3,347
+385
| +13% | +$135K | 1.05% | 26 |
|
2023
Q3 | $910K | Buy |
2,962
+311
| +12% | +$95.5K | 0.89% | 35 |
|
2023
Q2 | $818K | Sell |
2,651
-551
| -17% | -$170K | 0.76% | 42 |
|
2023
Q1 | $915K | Hold |
3,202
| – | – | 0.87% | 32 |
|
2022
Q4 | $854K | Buy |
3,202
+123
| +4% | +$32.8K | 0.8% | 41 |
|
2022
Q3 | $792K | Hold |
3,079
| – | – | 0.78% | 46 |
|
2022
Q2 | $855K | Hold |
3,079
| – | – | 0.75% | 47 |
|
2022
Q1 | $1.04M | Hold |
3,079
| – | – | 0.76% | 42 |
|
2021
Q4 | $1.28M | Hold |
3,079
| – | – | 0.85% | 40 |
|
2021
Q3 | $985K | Sell |
3,079
-13
| -0.4% | -$4.16K | 0.72% | 49 |
|
2021
Q2 | $911K | Sell |
3,092
-3
| -0.1% | -$884 | 0.67% | 53 |
|
2021
Q1 | $855K | Hold |
3,095
| – | – | 0.68% | 50 |
|
2020
Q4 | $808K | Hold |
3,095
| – | – | 0.68% | 49 |
|
2020
Q3 | $699K | Sell |
3,095
-110
| -3% | -$24.8K | 0.72% | 46 |
|
2020
Q2 | $688K | Sell |
3,205
-36
| -1% | -$7.73K | 0.79% | 39 |
|
2020
Q1 | $529K | Hold |
3,241
| – | – | 0.72% | 51 |
|
2019
Q4 | $682K | Buy |
+3,241
| New | +$682K | 0.69% | 47 |
|