EFG
Embree Financial Group’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
2,350
+31
| +1% | +$9.27K | 0.11% | 113 |
|
|
2025
Q1 | $724K | Sell |
2,319
-132
| -5% | -$41.2K | 0.12% | 107 |
|
|
2024
Q4 | $862K | Hold |
2,451
| – | – | 0.15% | 88 |
|
|
2024
Q3 | $866K | Sell |
2,451
-175
| -7% | -$61.9K | 0.15% | 85 |
|
|
2024
Q2 | $797K | Sell |
2,626
-40
| -2% | -$12.1K | 0.15% | 85 |
|
|
2024
Q1 | $924K | Sell |
2,666
-10,498
| -80% | -$3.64M | 0.18% | 82 |
|
|
2023
Q4 | $4.62M | Buy |
+13,164
| New | +$4.62M | 0.97% | 21 |
|