EWM
Empirical Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
11,751
-972
| -8% | -$291K | 0.08% | 159 |
|
|
2025
Q1 | $3.97M | Buy |
12,723
+3,536
| +38% | +$1.1M | 0.1% | 144 |
|
|
2024
Q4 | $3.23M | Buy |
9,187
+578
| +7% | +$203K | 0.09% | 144 |
|
|
2024
Q3 | $3.04M | Buy |
8,609
+933
| +12% | +$330K | 0.09% | 153 |
|
|
2024
Q2 | $2.33M | Buy |
7,676
+893
| +13% | +$271K | 0.07% | 163 |
|
|
2024
Q1 | $2.35M | Buy |
6,783
+903
| +15% | +$313K | 0.07% | 164 |
|
|
2023
Q4 | $2.06M | Buy |
5,880
+141
| +2% | +$49.5K | 0.07% | 160 |
|
|
2023
Q3 | $1.76M | Buy |
5,739
+172
| +3% | +$52.8K | 0.07% | 166 |
|
|
2023
Q2 | $1.72M | Sell |
5,567
-206
| -4% | -$63.6K | 0.07% | 173 |
|
|
2023
Q1 | $1.65M | Sell |
5,773
-193
| -3% | -$55.2K | 0.07% | 160 |
|
|
2022
Q4 | $1.59M | Sell |
5,966
-533
| -8% | -$142K | 0.08% | 153 |
|
|
2022
Q3 | $1.67M | Sell |
6,499
-286
| -4% | -$73.6K | 0.09% | 142 |
|
|
2022
Q2 | $1.88M | Sell |
6,785
-3,847
| -36% | -$1.07M | 0.1% | 135 |
|
|
2022
Q1 | $3.59M | Sell |
10,632
-2,023
| -16% | -$682K | 0.18% | 90 |
|
|
2021
Q4 | $5.25M | Sell |
12,655
-919
| -7% | -$381K | 0.26% | 67 |
|
|
2021
Q3 | $4.34M | Buy |
13,574
+2,024
| +18% | +$648K | 0.25% | 73 |
|
|
2021
Q2 | $3.41M | Buy |
11,550
+1,234
| +12% | +$364K | 0.21% | 79 |
|
|
2021
Q1 | $2.85M | Buy |
10,316
+120
| +1% | +$33.2K | 0.23% | 72 |
|
|
2020
Q4 | $2.66M | Buy |
10,196
+1,675
| +20% | +$437K | 0.2% | 69 |
|
|
2020
Q3 | $1.93M | Buy |
8,521
+646
| +8% | +$146K | 0.16% | 90 |
|
|
2020
Q2 | $1.69M | Buy |
7,875
+1,896
| +32% | +$407K | 0.16% | 91 |
|
|
2020
Q1 | $976K | Buy |
5,979
+1,192
| +25% | +$195K | 0.11% | 114 |
|
|
2019
Q4 | $1.01M | Buy |
4,787
+1,753
| +58% | +$369K | 0.11% | 120 |
|
|
2019
Q3 | $584K | Buy |
3,034
+979
| +48% | +$188K | 0.07% | 157 |
|
|
2019
Q2 | $380K | Sell |
2,055
-236
| -10% | -$43.6K | 0.05% | 180 |
|
|
2019
Q1 | $403K | Buy |
+2,291
| New | +$403K | 0.06% | 156 |
|