EWA
EverSource Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Sell |
2,958
-67
| -2% | -$20K | 0.04% | 308 |
|
|
2025
Q1 | $944K | Sell |
3,025
-1,594
| -35% | -$497K | 0.05% | 259 |
|
|
2024
Q4 | $1.62M | Buy |
4,619
+67
| +1% | +$23.6K | 0.09% | 173 |
|
|
2024
Q3 | $1.61M | Buy |
4,552
+59
| +1% | +$20.9K | 0.1% | 160 |
|
|
2024
Q2 | $1.49M | Buy |
4,493
+589
| +15% | +$195K | 0.1% | 159 |
|
|
2024
Q1 | $1.17M | Sell |
3,904
-348
| -8% | -$105K | 0.09% | 164 |
|
|
2023
Q4 | $1.49M | Buy |
4,252
+223
| +6% | +$78.3K | 0.14% | 138 |
|
|
2023
Q3 | $1.24M | Buy |
4,029
+37
| +0.9% | +$11.4K | 0.13% | 139 |
|
|
2023
Q2 | $1.23M | Buy |
3,992
+2,598
| +186% | +$802K | 0.14% | 140 |
|
|
2023
Q1 | $398K | Sell |
1,394
-167
| -11% | -$47.7K | 0.05% | 252 |
|
|
2022
Q4 | $416K | Sell |
1,561
-200
| -11% | -$53.4K | 0.06% | 224 |
|
|
2022
Q3 | $454K | Buy |
1,761
+285
| +19% | +$73.5K | 0.1% | 188 |
|
|
2022
Q2 | $409K | Buy |
1,476
+344
| +30% | +$95.3K | 0.11% | 172 |
|
|
2022
Q1 | $382K | Buy |
1,132
+389
| +52% | +$131K | 0.1% | 181 |
|
|
2021
Q4 | $308K | Buy |
+743
| New | +$308K | 0.09% | 169 |
|