EFS
Essex Financial Services’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
3,365
+176
| +6% | +$52.6K | 0.07% | 253 |
|
|
2025
Q1 | $995K | Sell |
3,189
-17
| -0.5% | -$5.3K | 0.07% | 230 |
|
|
2024
Q4 | $1.13M | Buy |
3,206
+90
| +3% | +$31.7K | 0.08% | 215 |
|
|
2024
Q3 | $1.16M | Sell |
3,116
-148
| -5% | -$55K | 0.08% | 205 |
|
|
2024
Q2 | $1.03M | Buy |
3,264
+298
| +10% | +$94.1K | 0.08% | 229 |
|
|
2024
Q1 | $1.03M | Buy |
2,966
+118
| +4% | +$40.9K | 0.09% | 204 |
|
|
2023
Q4 | $1,000K | Buy |
2,848
+139
| +5% | +$48.8K | 0.1% | 188 |
|
|
2023
Q3 | $832K | Buy |
2,709
+27
| +1% | +$8.29K | 0.1% | 201 |
|
|
2023
Q2 | $828K | Buy |
2,682
+81
| +3% | +$25K | 0.09% | 204 |
|
|
2023
Q1 | $743K | Sell |
2,601
-49
| -2% | -$14K | 0.08% | 231 |
|
|
2022
Q4 | $707K | Sell |
2,650
-41
| -2% | -$10.9K | 0.07% | 224 |
|
|
2022
Q3 | $693K | Buy |
2,691
+38
| +1% | +$9.79K | 0.08% | 211 |
|
|
2022
Q2 | $737K | Buy |
2,653
+68
| +3% | +$18.9K | 0.08% | 217 |
|
|
2022
Q1 | $872K | Sell |
2,585
-55
| -2% | -$18.6K | 0.08% | 220 |
|
|
2021
Q4 | $1.09M | Buy |
2,640
+1
| +0% | +$414 | 0.11% | 186 |
|
|
2021
Q3 | $844K | Buy |
2,639
+264
| +11% | +$84.4K | 0.1% | 202 |
|
|
2021
Q2 | $656K | Hold |
2,375
| – | – | 0.1% | 201 |
|
|
2021
Q1 | $656K | Buy |
2,375
+28
| +1% | +$7.73K | 0.12% | 169 |
|
|
2020
Q4 | $613K | Buy |
2,347
+94
| +4% | +$24.6K | 0.12% | 169 |
|
|
2020
Q3 | $509K | Buy |
2,253
+405
| +22% | +$91.5K | 0.13% | 154 |
|
|
2020
Q2 | $397K | Buy |
1,848
+190
| +11% | +$40.8K | 0.12% | 157 |
|
|
2020
Q1 | $271K | Sell |
1,658
-1,225
| -42% | -$200K | 0.1% | 191 |
|
|
2019
Q4 | $607K | Buy |
2,883
+88
| +3% | +$18.5K | 0.17% | 135 |
|
|
2019
Q3 | $538K | Buy |
2,795
+77
| +3% | +$14.8K | 0.17% | 131 |
|
|
2019
Q2 | $502K | Sell |
2,718
-217
| -7% | -$40.1K | 0.15% | 139 |
|
|
2019
Q1 | $517K | Sell |
2,935
-61
| -2% | -$10.7K | 0.16% | 129 |
|
|
2018
Q4 | $422K | Sell |
2,996
-200
| -6% | -$28.2K | 0.13% | 144 |
|
|
2018
Q3 | $544K | Buy |
3,196
+126
| +4% | +$21.4K | 0.12% | 150 |
|
|
2018
Q2 | $502K | Sell |
3,070
-61
| -2% | -$9.98K | 0.12% | 158 |
|
|
2018
Q1 | $481K | Sell |
3,131
-152
| -5% | -$23.4K | 0.09% | 204 |
|
|
2017
Q4 | $503K | Hold |
3,283
| – | – | 0.12% | 152 |
|
|
2017
Q3 | $443K | Buy |
3,283
+109
| +3% | +$14.7K | 0.11% | 163 |
|
|
2017
Q2 | $393K | Sell |
3,174
-666
| -17% | -$82.5K | 0.08% | 228 |
|
|
2017
Q1 | $460K | Hold |
3,840
| – | – | 0.11% | 187 |
|
|
2016
Q4 | $450K | Sell |
3,840
-210
| -5% | -$24.6K | 0.1% | 190 |
|
|
2016
Q3 | $495K | Buy |
4,050
+379
| +10% | +$46.3K | 0.12% | 167 |
|
|
2016
Q2 | $416K | Hold |
3,671
| – | – | 0.1% | 189 |
|
|
2016
Q1 | $424K | Hold |
3,671
| – | – | 0.11% | 188 |
|
|
2015
Q4 | $384K | Buy |
3,671
+21
| +0.6% | +$2.2K | 0.09% | 206 |
|
|
2015
Q3 | $359K | Hold |
3,650
| – | – | 0.09% | 212 |
|
|
2015
Q2 | $353K | Hold |
3,650
| – | – | 0.09% | 218 |
|
|
2015
Q1 | $342K | Hold |
3,650
| – | – | 0.09% | 221 |
|
|
2014
Q4 | $326K | Hold |
3,650
| – | – | 0.08% | 223 |
|
|
2014
Q3 | $297K | Hold |
3,650
| – | – | 0.09% | 227 |
|
|
2014
Q2 | $295K | Buy |
3,650
+75
| +2% | +$6.06K | 0.09% | 230 |
|
|
2014
Q1 | $285K | Sell |
3,575
-200
| -5% | -$15.9K | 0.09% | 223 |
|
|
2013
Q4 | $310K | Sell |
3,775
-52
| -1% | -$4.27K | 0.1% | 197 |
|
|
2013
Q3 | $282 | Buy |
+3,827
| New | +$282 | 0.09% | 199 |
|