BCWM
Bartlett & Co Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90M | Buy |
301,169
+67
| +0% | +$20K | 1.26% | 21 |
|
|
2025
Q1 | $94M | Buy |
301,102
+3,103
| +1% | +$968K | 1.38% | 19 |
|
|
2024
Q4 | $105M | Buy |
297,999
+4,524
| +2% | +$1.59M | 1.52% | 15 |
|
|
2024
Q3 | $104M | Buy |
293,475
+8,077
| +3% | +$2.86M | 1.49% | 18 |
|
|
2024
Q2 | $86.6M | Buy |
285,398
+12,594
| +5% | +$3.82M | 1.31% | 19 |
|
|
2024
Q1 | $94.6M | Sell |
272,804
-4,661
| -2% | -$1.62M | 1.45% | 18 |
|
|
2023
Q4 | $97.6M | Sell |
277,465
-788
| -0.3% | -$277K | 1.58% | 16 |
|
|
2023
Q3 | $85.5M | Sell |
278,253
-1,386
| -0.5% | -$426K | 1.53% | 17 |
|
|
2023
Q2 | $86.3M | Sell |
279,639
-368
| -0.1% | -$114K | 1.49% | 15 |
|
|
2023
Q1 | $80M | Buy |
280,007
+1,348
| +0.5% | +$385K | 1.55% | 18 |
|
|
2022
Q4 | $74.4M | Buy |
278,659
+6,102
| +2% | +$1.63M | 1.5% | 18 |
|
|
2022
Q3 | $70.1M | Sell |
272,557
-183
| -0.1% | -$47.1K | 1.51% | 17 |
|
|
2022
Q2 | $75.7M | Sell |
272,740
-7,799
| -3% | -$2.17M | 1.53% | 13 |
|
|
2022
Q1 | $94.6M | Buy |
280,539
+4,623
| +2% | +$1.56M | 1.65% | 13 |
|
|
2021
Q4 | $114M | Sell |
275,916
-2,667
| -1% | -$1.11M | 1.94% | 8 |
|
|
2021
Q3 | $89.1M | Sell |
278,583
-3,333
| -1% | -$1.07M | 1.7% | 10 |
|
|
2021
Q2 | $83.1M | Sell |
281,916
-9,853
| -3% | -$2.9M | 1.58% | 15 |
|
|
2021
Q1 | $80.6M | Buy |
291,769
+819
| +0.3% | +$226K | 1.62% | 13 |
|
|
2020
Q4 | $76M | Sell |
290,950
-779
| -0.3% | -$203K | 1.62% | 14 |
|
|
2020
Q3 | $65.9M | Buy |
291,729
+233
| +0.1% | +$52.7K | 1.55% | 13 |
|
|
2020
Q2 | $62.6M | Sell |
291,496
-1,940
| -0.7% | -$417K | 1.63% | 12 |
|
|
2020
Q1 | $47.9M | Sell |
293,436
-2,443
| -0.8% | -$399K | 1.46% | 18 |
|
|
2019
Q4 | $62.3M | Sell |
295,879
-4,351
| -1% | -$916K | 1.52% | 17 |
|
|
2019
Q3 | $57.7M | Buy |
300,230
+100,093
| +50% | +$19.3M | 1.52% | 17 |
|
|
2019
Q2 | $37M | Buy |
200,137
+820
| +0.4% | +$152K | 1.38% | 22 |
|
|
2019
Q1 | $35.1M | Buy |
199,317
+2,772
| +1% | +$488K | 1.34% | 24 |
|
|
2018
Q4 | $27.7M | Buy |
196,545
+5,816
| +3% | +$820K | 1.18% | 31 |
|
|
2018
Q3 | $32.5M | Buy |
190,729
+1,459
| +0.8% | +$248K | 1.22% | 27 |
|
|
2018
Q2 | $31M | Buy |
189,270
+5,102
| +3% | +$835K | 1.26% | 27 |
|
|
2018
Q1 | $28.3M | Buy |
+184,168
| New | +$28.3M | 1.17% | 29 |
|