EWA
EP Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3M | Buy |
81,142
+8,087
| +11% | +$2.42M | 0.16% | 106 |
|
|
2025
Q1 | $22.8M | Buy |
73,055
+48,120
| +193% | +$15M | 0.18% | 100 |
|
|
2024
Q4 | $8.77M | Sell |
24,935
-7,032
| -22% | -$2.47M | 0.07% | 155 |
|
|
2024
Q3 | $11.3M | Buy |
31,967
+7,151
| +29% | +$2.53M | 0.1% | 134 |
|
|
2024
Q2 | $7.53M | Sell |
24,816
-2,381
| -9% | -$722K | 0.08% | 143 |
|
|
2024
Q1 | $9.43M | Buy |
27,197
+224
| +0.8% | +$77.6K | 0.11% | 113 |
|
|
2023
Q4 | $9.47M | Buy |
26,973
+449
| +2% | +$158K | 0.12% | 110 |
|
|
2023
Q3 | $8.15M | Buy |
26,524
+16,524
| +165% | +$5.07M | 0.13% | 118 |
|
|
2023
Q2 | $7.95M | Sell |
10,000
-15,067
| -60% | -$12M | 0.11% | 118 |
|
|
2023
Q1 | $7.16M | Sell |
25,067
-2,553
| -9% | -$730K | 0.12% | 111 |
|
|
2022
Q4 | $7.37M | Sell |
27,620
-387
| -1% | -$103K | 0.13% | 107 |
|
|
2022
Q3 | $7.21M | Buy |
28,007
+20,727
| +285% | +$5.33M | 0.16% | 95 |
|
|
2022
Q2 | $2.02M | Buy |
7,280
+270
| +4% | +$75K | 0.05% | 192 |
|
|
2022
Q1 | $2.36M | Sell |
7,010
-208
| -3% | -$70.1K | 0.05% | 186 |
|
|
2021
Q4 | $2.99M | Buy |
7,218
+1,312
| +22% | +$544K | 0.07% | 149 |
|
|
2021
Q3 | $1.89M | Buy |
5,906
+302
| +5% | +$96.6K | 0.05% | 174 |
|
|
2021
Q2 | $1.65M | Buy |
5,604
+127
| +2% | +$37.4K | 0.05% | 196 |
|
|
2021
Q1 | $1.51M | Sell |
5,477
-323
| -6% | -$89.2K | 0.05% | 194 |
|
|
2020
Q4 | $1.52M | Sell |
5,800
-107,082
| -95% | -$28M | 0.05% | 147 |
|
|
2020
Q3 | $25.5M | Buy |
112,882
+47
| +0% | +$10.6K | 1.1% | 19 |
|
|
2020
Q2 | $24.2M | Buy |
112,835
+1,582
| +1% | +$340K | 1.03% | 17 |
|
|
2020
Q1 | $18.2M | Buy |
111,253
+4,042
| +4% | +$660K | 0.89% | 24 |
|
|
2019
Q4 | $22.6M | Buy |
107,211
+2,076
| +2% | +$437K | 0.93% | 22 |
|
|
2019
Q3 | $20.2M | Sell |
105,135
-1,374
| -1% | -$264K | 1% | 23 |
|
|
2019
Q2 | $19.7M | Sell |
106,509
-936
| -0.9% | -$173K | 1.23% | 17 |
|
|
2019
Q1 | $18.9M | Buy |
107,445
+731
| +0.7% | +$129K | 1.82% | 16 |
|
|
2018
Q4 | $15M | Buy |
106,714
+7,079
| +7% | +$998K | 1.16% | 21 |
|
|
2018
Q3 | $17M | Buy |
99,635
+747
| +0.8% | +$127K | 1.33% | 19 |
|
|
2018
Q2 | $16.2M | Buy |
98,888
+3,862
| +4% | +$632K | 1.53% | 19 |
|
|
2018
Q1 | $14.6M | Buy |
95,026
+7,042
| +8% | +$1.08M | 1.41% | 20 |
|
|
2017
Q4 | $13.5M | Buy |
87,984
+3,190
| +4% | +$488K | 1.42% | 22 |
|
|
2017
Q3 | $11.5M | Buy |
84,794
+4,194
| +5% | +$566K | 1.32% | 23 |
|
|
2017
Q2 | $9.97M | Buy |
80,600
+5,763
| +8% | +$713K | 1.22% | 25 |
|
|
2017
Q1 | $8.97M | Buy |
74,837
+22,350
| +43% | +$2.68M | 1.24% | 25 |
|
|
2016
Q4 | $5.47M | Buy |
52,487
+3,734
| +8% | +$389K | 0.8% | 39 |
|
|
2016
Q3 | $5.96M | Buy |
+48,753
| New | +$5.96M | 0.93% | 35 |
|