Choate Investment 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 | $3.67M | Sell |
12,280
-814
| -6% | -$243K | 0.08% | 99 |
|
|
2025
Q1 | $4.09M | Sell |
13,094
-350
| -3% | -$109K | 0.1% | 90 |
|
|
2024
Q4 | $4.73M | Buy |
13,444
+1,017
| +8% | +$358K | 0.11% | 87 |
|
|
2024
Q3 | $4.39M | Sell |
12,427
-404
| -3% | -$143K | 0.11% | 87 |
|
|
2024
Q2 | $3.89M | Sell |
12,831
-1,460
| -10% | -$443K | 0.1% | 92 |
|
|
2024
Q1 | $4.95M | Buy |
14,291
+400
| +3% | +$139K | 0.13% | 87 |
|
|
2023
Q4 | $4.87M | Buy |
13,891
+689
| +5% | +$242K | 0.15% | 78 |
|
|
2023
Q3 | $4.05M | Buy |
13,202
+4,029
| +44% | +$1.24M | 0.16% | 61 |
|
|
2023
Q2 | $2.83M | Buy |
9,173
+2,349
| +34% | +$725K | 0.12% | 72 |
|
|
2023
Q1 | $1.95M | Hold |
6,824
| – | – | 0.09% | 90 |
|
|
2022
Q4 | $1.82M | Sell |
6,824
-300
| -4% | -$80.1K | 0.11% | 83 |
|
|
2022
Q3 | $1.83M | Buy |
7,124
+380
| +6% | +$97.8K | 0.12% | 73 |
|
|
2022
Q2 | $1.87M | Sell |
6,744
-187
| -3% | -$51.9K | 0.11% | 76 |
|
|
2022
Q1 | $2.34M | Sell |
6,931
-26
| -0.4% | -$8.77K | 0.12% | 76 |
|
|
2021
Q4 | $2.88M | Sell |
6,957
-74
| -1% | -$30.7K | 0.17% | 61 |
|
|
2021
Q3 | $2.25M | Sell |
7,031
-269
| -4% | -$86K | 0.14% | 69 |
|
|
2021
Q2 | $2.15M | Sell |
7,300
-218
| -3% | -$64.3K | 0.13% | 72 |
|
|
2021
Q1 | $2.08M | Buy |
7,518
+282
| +4% | +$77.9K | 0.13% | 71 |
|
|
2020
Q4 | $1.89M | Hold |
7,236
| – | – | 0.11% | 73 |
|
|
2020
Q3 | $1.64M | Buy |
7,236
+1,040
| +17% | +$235K | 0.11% | 78 |
|
|
2020
Q2 | $1.33M | Sell |
6,196
-1,050
| -14% | -$225K | 0.1% | 84 |
|
|
2020
Q1 | $1.18M | Sell |
7,246
-100
| -1% | -$16.3K | 0.09% | 91 |
|
|
2019
Q4 | $1.55M | Sell |
7,346
-100
| -1% | -$21.1K | 0.09% | 86 |
|
|
2019
Q3 | $1.43M | Hold |
7,446
| – | – | 0.09% | 91 |
|
|
2019
Q2 | $1.38M | Sell |
7,446
-125
| -2% | -$23.1K | 0.08% | 92 |
|
|
2019
Q1 | $1.33M | Buy |
7,571
+2,160
| +40% | +$380K | 0.08% | 90 |
|
|
2018
Q4 | $763K | Sell |
5,411
-545
| -9% | -$76.9K | 0.05% | 122 |
|
|
2018
Q3 | $1.01M | Buy |
5,956
+475
| +9% | +$80.9K | 0.06% | 100 |
|
|
2018
Q2 | $897K | Sell |
5,481
-1,710
| -24% | -$280K | 0.05% | 124 |
|
|
2018
Q1 | $1.1M | Sell |
7,191
-4,560
| -39% | -$700K | 0.06% | 112 |
|
|
2017
Q4 | $1.8M | Sell |
11,751
-450
| -4% | -$68.9K | 0.09% | 92 |
|
|
2017
Q3 | $1.65M | Buy |
12,201
+450
| +4% | +$60.8K | 0.09% | 93 |
|
|
2017
Q2 | $1.45M | Sell |
11,751
-15
| -0.1% | -$1.86K | 0.08% | 97 |
|
|
2017
Q1 | $1.41M | Hold |
11,766
| – | – | 0.08% | 95 |
|
|
2016
Q4 | $1.38M | Buy |
11,766
+600
| +5% | +$70.3K | 0.09% | 91 |
|
|
2016
Q3 | $1.36M | Buy |
11,166
+1,375
| +14% | +$168K | 0.09% | 98 |
|
|
2016
Q2 | $1.11M | Sell |
9,791
-150
| -2% | -$17K | 0.08% | 103 |
|
|
2016
Q1 | $1.15M | Buy |
9,941
+5,781
| +139% | +$667K | 0.08% | 101 |
|
|
2015
Q4 | $372K | Sell |
4,160
-991
| -19% | -$88.5K | 0.03% | 197 |
|
|
2015
Q3 | $506K | Hold |
5,151
| – | – | 0.03% | 155 |
|
|
2015
Q2 | $499K | Buy |
5,151
+658
| +15% | +$63.7K | 0.03% | 162 |
|
|
2015
Q1 | $421K | Buy |
4,493
+333
| +8% | +$31.2K | 0.02% | 182 |
|
|
2014
Q4 | $372K | Buy |
4,160
+114
| +3% | +$10.2K | 0.02% | 200 |
|
|
2014
Q3 | $329K | Hold |
4,046
| – | – | 0.02% | 208 |
|
|
2014
Q2 | $327K | Sell |
4,046
-70
| -2% | -$5.66K | 0.02% | 218 |
|
|
2014
Q1 | $328K | Hold |
4,116
| – | – | 0.02% | 219 |
|
|
2013
Q4 | $338K | Sell |
4,116
-175
| -4% | -$14.4K | 0.02% | 216 |
|
|
2013
Q3 | $316K | Buy |
4,291
+588
| +16% | +$43.3K | 0.02% | 210 |
|
|
2013
Q2 | $266K | Buy |
+3,703
| New | +$266K | 0.02% | 224 |
|