FineMark National Bank & Trust’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.3M | Sell |
51,035
-43
| -0.1% | -$12.9K | 0.52% | 53 |
|
2025
Q1 | $15.9M | Buy |
51,078
+139
| +0.3% | +$43.4K | 0.58% | 50 |
|
2024
Q4 | $17.9M | Buy |
50,939
+24
| +0% | +$8.44K | 0.62% | 41 |
|
2024
Q3 | $18M | Sell |
50,915
-202
| -0.4% | -$71.4K | 0.63% | 41 |
|
2024
Q2 | $15.5M | Buy |
51,117
+19,186
| +60% | +$5.82M | 0.57% | 49 |
|
2024
Q1 | $11.1M | Buy |
31,931
+217
| +0.7% | +$75.2K | 0.41% | 73 |
|
2023
Q4 | $11.1M | Buy |
31,714
+96
| +0.3% | +$33.7K | 0.46% | 64 |
|
2023
Q3 | $9.71M | Sell |
31,618
-466
| -1% | -$143K | 0.42% | 68 |
|
2023
Q2 | $9.9M | Buy |
32,084
+169
| +0.5% | +$52.2K | 0.41% | 67 |
|
2023
Q1 | $9.12M | Sell |
31,915
-102
| -0.3% | -$29.2K | 0.39% | 71 |
|
2022
Q4 | $8.54M | Sell |
32,017
-1,380
| -4% | -$368K | 0.38% | 73 |
|
2022
Q3 | $8.59M | Buy |
33,397
+194
| +0.6% | +$49.9K | 0.41% | 62 |
|
2022
Q2 | $9.22M | Buy |
33,203
+1,269
| +4% | +$352K | 0.41% | 60 |
|
2022
Q1 | $10.8M | Buy |
31,934
+27,210
| +576% | +$9.18M | 0.43% | 56 |
|
2021
Q4 | $1.96M | Sell |
4,724
-59
| -1% | -$24.5K | 0.07% | 154 |
|
2021
Q3 | $1.53M | Sell |
4,783
-127
| -3% | -$40.6K | 0.06% | 171 |
|
2021
Q2 | $1.45M | Buy |
4,910
+247
| +5% | +$72.8K | 0.06% | 177 |
|
2021
Q1 | $1.29M | Sell |
4,663
-37
| -0.8% | -$10.2K | 0.05% | 184 |
|
2020
Q4 | $1.23M | Sell |
4,700
-91
| -2% | -$23.8K | 0.05% | 173 |
|
2020
Q3 | $1.08M | Sell |
4,791
-1,323
| -22% | -$299K | 0.05% | 175 |
|
2020
Q2 | $1.31M | Buy |
6,114
+272
| +5% | +$58.4K | 0.07% | 144 |
|
2020
Q1 | $954K | Buy |
5,842
+199
| +4% | +$32.5K | 0.06% | 163 |
|
2019
Q4 | $1.19M | Buy |
5,643
+168
| +3% | +$35.4K | 0.06% | 161 |
|
2019
Q3 | $1.05M | Sell |
5,475
-365
| -6% | -$70.2K | 0.06% | 173 |
|
2019
Q2 | $1.08M | Buy |
5,840
+567
| +11% | +$105K | 0.06% | 166 |
|
2019
Q1 | $928K | Sell |
5,273
-19
| -0.4% | -$3.34K | 0.05% | 172 |
|
2018
Q4 | $746K | Buy |
5,292
+376
| +8% | +$53K | 0.05% | 191 |
|
2018
Q3 | $837K | Sell |
4,916
-2,662
| -35% | -$453K | 0.05% | 175 |
|
2018
Q2 | $1.24M | Sell |
7,578
-1,411
| -16% | -$231K | 0.08% | 145 |
|
2018
Q1 | $1.38M | Buy |
8,989
+2,399
| +36% | +$368K | 0.09% | 139 |
|
2017
Q4 | $1.01M | Buy |
6,590
+1,100
| +20% | +$168K | 0.06% | 161 |
|
2017
Q3 | $742K | Buy |
5,490
+218
| +4% | +$29.5K | 0.05% | 183 |
|
2017
Q2 | $652K | Buy |
5,272
+130
| +3% | +$16.1K | 0.05% | 189 |
|
2017
Q1 | $616K | Sell |
5,142
-33
| -0.6% | -$3.95K | 0.05% | 195 |
|
2016
Q4 | $606K | Buy |
5,175
+80
| +2% | +$9.37K | 0.05% | 189 |
|
2016
Q3 | $622K | Sell |
5,095
-60
| -1% | -$7.33K | 0.07% | 187 |
|
2016
Q2 | $584K | Buy |
5,155
+22
| +0.4% | +$2.49K | 0.07% | 198 |
|
2016
Q1 | $592K | Hold |
5,133
| – | – | 0.07% | 183 |
|
2015
Q4 | $537K | Sell |
5,133
-200
| -4% | -$20.9K | 0.06% | 194 |
|
2015
Q3 | $524K | Sell |
5,333
-172
| -3% | -$16.9K | 0.07% | 199 |
|
2015
Q2 | $532K | Buy |
5,505
+122
| +2% | +$11.8K | 0.07% | 211 |
|
2015
Q1 | $504K | Buy |
5,383
+152
| +3% | +$14.2K | 0.07% | 217 |
|
2014
Q4 | $467K | Sell |
5,231
-257
| -5% | -$22.9K | 0.07% | 220 |
|
2014
Q3 | $446K | Sell |
5,488
-1,147
| -17% | -$93.2K | 0.07% | 214 |
|
2014
Q2 | $536K | Sell |
6,635
-561
| -8% | -$45.3K | 0.09% | 188 |
|
2014
Q1 | $574K | Buy |
7,196
+1,031
| +17% | +$82.2K | 0.11% | 169 |
|
2013
Q4 | $507K | Buy |
6,165
+1,427
| +30% | +$117K | 0.1% | 174 |
|
2013
Q3 | $349K | Sell |
4,738
-538
| -10% | -$39.6K | 0.09% | 204 |
|
2013
Q2 | $379K | Buy |
+5,276
| New | +$379K | 0.11% | 159 |
|