EWM
Evermay Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
2,126
+15
| +0.7% | +$4.48K | 0.08% | 115 |
|
|
2025
Q1 | $659K | Sell |
2,111
-50
| -2% | -$15.6K | 0.09% | 101 |
|
|
2024
Q4 | $760K | Sell |
2,161
-148
| -6% | -$52.1K | 0.12% | 98 |
|
|
2024
Q3 | $816K | Sell |
2,309
-40
| -2% | -$14.1K | 0.13% | 94 |
|
|
2024
Q2 | $713K | Sell |
2,349
-480
| -17% | -$146K | 0.11% | 100 |
|
|
2024
Q1 | $981K | Sell |
2,829
-62
| -2% | -$21.5K | 0.15% | 81 |
|
|
2023
Q4 | $1.01M | Sell |
2,891
-43
| -1% | -$15.1K | 0.19% | 63 |
|
|
2023
Q3 | $901K | Sell |
2,934
-100
| -3% | -$30.7K | 0.18% | 62 |
|
|
2023
Q2 | $936K | Sell |
3,034
-23
| -0.8% | -$7.1K | 0.18% | 60 |
|
|
2023
Q1 | $874K | Buy |
3,057
+127
| +4% | +$36.3K | 0.18% | 66 |
|
|
2022
Q4 | $782K | Buy |
2,930
+197
| +7% | +$52.6K | 0.16% | 68 |
|
|
2022
Q3 | $703K | Buy |
2,733
+50
| +2% | +$12.9K | 0.14% | 70 |
|
|
2022
Q2 | $745K | Sell |
2,683
-62
| -2% | -$17.2K | 0.14% | 67 |
|
|
2022
Q1 | $926K | Sell |
2,745
-21
| -0.8% | -$7.08K | 0.16% | 66 |
|
|
2021
Q4 | $1.15M | Sell |
2,766
-25
| -0.9% | -$10.4K | 0.21% | 43 |
|
|
2021
Q3 | $893K | Sell |
2,791
-129
| -4% | -$41.3K | 0.17% | 48 |
|
|
2021
Q2 | $861K | Hold |
2,920
| – | – | 0.16% | 60 |
|
|
2021
Q1 | $807K | Sell |
2,920
-100
| -3% | -$27.6K | 0.16% | 61 |
|
|
2020
Q4 | $789K | Hold |
3,020
| – | – | 0.17% | 59 |
|
|
2020
Q3 | $682K | Hold |
3,020
| – | – | 0.17% | 66 |
|
|
2020
Q2 | $648K | Sell |
3,020
-232
| -7% | -$49.8K | 0.17% | 64 |
|
|
2020
Q1 | $531K | Hold |
3,252
| – | – | 0.16% | 65 |
|
|
2019
Q4 | $685K | Hold |
3,252
| – | – | 0.17% | 64 |
|
|
2019
Q3 | $626K | Buy |
3,252
+1,148
| +55% | +$221K | 0.17% | 61 |
|
|
2019
Q2 | $389K | Hold |
2,104
| – | – | 0.11% | 96 |
|
|
2019
Q1 | $370K | Hold |
2,104
| – | – | 0.1% | 96 |
|
|
2018
Q4 | $297K | Buy |
2,104
+695
| +49% | +$98.1K | 0.1% | 105 |
|
|
2018
Q3 | $240K | Hold |
1,409
| – | – | 0.07% | 128 |
|
|
2018
Q2 | $230K | Hold |
1,409
| – | – | 0.08% | 124 |
|
|
2018
Q1 | $216K | Hold |
1,409
| – | – | 0.07% | 123 |
|
|
2017
Q4 | $216K | Buy |
+1,409
| New | +$216K | 0.08% | 130 |
|