EWM
Evercore Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109M | Sell |
363,546
-11,020
| -3% | -$3.29M | 1.69% | 19 |
|
|
2025
Q1 | $117M | Sell |
374,566
-8,533
| -2% | -$2.66M | 1.88% | 19 |
|
|
2024
Q4 | $135M | Sell |
383,099
-7,499
| -2% | -$2.64M | 2.02% | 17 |
|
|
2024
Q3 | $138M | Sell |
390,598
-5,078
| -1% | -$1.79M | 2.07% | 15 |
|
|
2024
Q2 | $120M | Sell |
395,676
-2,483
| -0.6% | -$753K | 1.89% | 19 |
|
|
2024
Q1 | $138M | Buy |
398,159
+532
| +0.1% | +$184K | 2.16% | 14 |
|
|
2023
Q4 | $140M | Buy |
397,627
+597
| +0.2% | +$209K | 2.34% | 12 |
|
|
2023
Q3 | $122M | Sell |
397,030
-1,693
| -0.4% | -$520K | 2.28% | 11 |
|
|
2023
Q2 | $123M | Buy |
398,723
+351
| +0.1% | +$108K | 2.26% | 11 |
|
|
2023
Q1 | $114M | Sell |
398,372
-853
| -0.2% | -$244K | 2.27% | 10 |
|
|
2022
Q4 | $107M | Buy |
399,225
+1,916
| +0.5% | +$511K | 2.23% | 10 |
|
|
2022
Q3 | $102M | Buy |
397,309
+1,960
| +0.5% | +$504K | 2.31% | 11 |
|
|
2022
Q2 | $110M | Sell |
395,349
-1,418
| -0.4% | -$394K | 2.31% | 12 |
|
|
2022
Q1 | $134M | Sell |
396,767
-364
| -0.1% | -$123K | 2.37% | 10 |
|
|
2021
Q4 | $165M | Sell |
397,131
-1,892
| -0.5% | -$784K | 2.68% | 9 |
|
|
2021
Q3 | $128M | Sell |
399,023
-19,318
| -5% | -$6.18M | 2.31% | 10 |
|
|
2021
Q2 | $123M | Sell |
418,341
-1,423
| -0.3% | -$419K | 2.26% | 12 |
|
|
2021
Q1 | $116M | Buy |
419,764
+3,179
| +0.8% | +$878K | 2.3% | 10 |
|
|
2020
Q4 | $109M | Buy |
416,585
+1,857
| +0.4% | +$485K | 2.34% | 9 |
|
|
2020
Q3 | $93.7M | Buy |
414,728
+1,867
| +0.5% | +$422K | 2.29% | 10 |
|
|
2020
Q2 | $88.7M | Buy |
412,861
+1,541
| +0.4% | +$331K | 2.37% | 11 |
|
|
2020
Q1 | $67.2M | Buy |
411,320
+4,301
| +1% | +$702K | 2.21% | 10 |
|
|
2019
Q4 | $85.7M | Buy |
407,019
+1,042
| +0.3% | +$219K | 2.31% | 11 |
|
|
2019
Q3 | $78.1M | Buy |
405,977
+8,368
| +2% | +$1.61M | 2.29% | 11 |
|
|
2019
Q2 | $73.5M | Sell |
397,609
-21,309
| -5% | -$3.94M | 2.23% | 11 |
|
|
2019
Q1 | $73.7M | Buy |
418,918
+12,568
| +3% | +$2.21M | 2.38% | 9 |
|
|
2018
Q4 | $57.3M | Buy |
406,350
+4,463
| +1% | +$629K | 2.16% | 10 |
|
|
2018
Q3 | $68.4M | Buy |
401,887
+39,847
| +11% | +$6.78M | 2.19% | 9 |
|
|
2018
Q2 | $59.2M | Buy |
362,040
+12,528
| +4% | +$2.05M | 2.02% | 12 |
|
|
2018
Q1 | $53.7M | Sell |
349,512
-11,993
| -3% | -$1.84M | 2.05% | 10 |
|
|
2017
Q4 | $55.3M | Sell |
361,505
-5,586
| -2% | -$855K | 2.06% | 12 |
|
|
2017
Q3 | $49.6M | Sell |
367,091
-7,676
| -2% | -$1.04M | 1.93% | 15 |
|
|
2017
Q2 | $46.4M | Buy |
374,767
+1,994
| +0.5% | +$247K | 1.79% | 17 |
|
|
2017
Q1 | $44.7M | Buy |
372,773
+3,398
| +0.9% | +$407K | 1.75% | 18 |
|
|
2016
Q4 | $43.3M | Buy |
369,375
+2,533
| +0.7% | +$297K | 1.79% | 16 |
|
|
2016
Q3 | $44.8M | Buy |
366,842
+2,016
| +0.6% | +$246K | 1.85% | 14 |
|
|
2016
Q2 | $41.3M | Sell |
364,826
-1,866
| -0.5% | -$211K | 1.82% | 13 |
|
|
2016
Q1 | $42.3M | Buy |
366,692
+41,812
| +13% | +$4.83M | 1.87% | 13 |
|
|
2015
Q4 | $34M | Buy |
324,880
+12,978
| +4% | +$1.36M | 1.58% | 18 |
|
|
2015
Q3 | $30.6M | Buy |
311,902
+16,883
| +6% | +$1.66M | 1.46% | 16 |
|
|
2015
Q2 | $28.5M | Buy |
295,019
+4,283
| +1% | +$414K | 1.29% | 28 |
|
|
2015
Q1 | $27.2M | Buy |
290,736
+10,492
| +4% | +$983K | 1.25% | 27 |
|
|
2014
Q4 | $25M | Buy |
280,244
+982
| +0.4% | +$87.7K | 1.25% | 29 |
|
|
2014
Q3 | $22.7M | Buy |
279,262
+6,289
| +2% | +$511K | 1.14% | 30 |
|
|
2014
Q2 | $22M | Buy |
272,973
+7,250
| +3% | +$585K | 1.14% | 30 |
|
|
2014
Q1 | $21.2M | Sell |
265,723
-2,446
| -0.9% | -$195K | 1.19% | 27 |
|
|
2013
Q4 | $22M | Buy |
268,169
+8,526
| +3% | +$701K | 1.21% | 23 |
|
|
2013
Q3 | $19.1M | Buy |
259,643
+20,464
| +9% | +$1.51M | 1.09% | 24 |
|
|
2013
Q2 | $17.2M | Buy |
+239,179
| New | +$17.2M | 0.97% | 27 |
|