FMWA
Forvis Mazars Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Buy |
11,676
+1
| +0% | +$299 | 0.08% | 112 |
|
|
2025
Q1 | $3.64M | Sell |
11,675
-106
| -0.9% | -$33.1K | 0.09% | 109 |
|
|
2024
Q4 | $4.14M | Sell |
11,781
-360
| -3% | -$127K | 0.1% | 99 |
|
|
2024
Q3 | $4.29M | Buy |
12,141
+83
| +0.7% | +$29.3K | 0.1% | 105 |
|
|
2024
Q2 | $3.66M | Sell |
12,058
-252
| -2% | -$76.5K | 0.09% | 112 |
|
|
2024
Q1 | $4.27M | Sell |
12,310
-298
| -2% | -$103K | 0.11% | 100 |
|
|
2023
Q4 | $4.42M | Sell |
12,608
-538
| -4% | -$189K | 0.12% | 89 |
|
|
2023
Q3 | $4.04M | Sell |
13,146
-828
| -6% | -$254K | 0.12% | 95 |
|
|
2023
Q2 | $4.31M | Buy |
13,974
+728
| +5% | +$225K | 0.13% | 103 |
|
|
2023
Q1 | $3.79M | Sell |
13,246
-856
| -6% | -$245K | 0.12% | 104 |
|
|
2022
Q4 | $3.76M | Sell |
14,102
-967
| -6% | -$258K | 0.13% | 98 |
|
|
2022
Q3 | $3.88M | Sell |
15,069
-311
| -2% | -$80K | 0.16% | 91 |
|
|
2022
Q2 | $4.27M | Sell |
15,380
-536
| -3% | -$149K | 0.17% | 77 |
|
|
2022
Q1 | $5.37M | Buy |
15,916
+416
| +3% | +$140K | 0.23% | 53 |
|
|
2021
Q4 | $6.43M | Sell |
15,500
-889
| -5% | -$369K | 0.27% | 44 |
|
|
2021
Q3 | $5.24M | Sell |
16,389
-843
| -5% | -$270K | 0.24% | 47 |
|
|
2021
Q2 | $5.08M | Sell |
17,232
-1,299
| -7% | -$383K | 0.24% | 46 |
|
|
2021
Q1 | $5.12M | Sell |
18,531
-3,262
| -15% | -$901K | 0.25% | 43 |
|
|
2020
Q4 | $5.69M | Sell |
21,793
-54
| -0.2% | -$14.1K | 0.29% | 42 |
|
|
2020
Q3 | $4.94M | Sell |
21,847
-430
| -2% | -$97.2K | 0.29% | 49 |
|
|
2020
Q2 | $4.78M | Sell |
22,277
-2,831
| -11% | -$608K | 0.31% | 45 |
|
|
2020
Q1 | $4.1M | Buy |
25,108
+462
| +2% | +$75.4K | 0.34% | 41 |
|
|
2019
Q4 | $5.19M | Sell |
24,646
-123
| -0.5% | -$25.9K | 0.37% | 36 |
|
|
2019
Q3 | $4.76M | Sell |
24,769
-88
| -0.4% | -$16.9K | 0.38% | 33 |
|
|
2019
Q2 | $4.59M | Sell |
24,857
-923
| -4% | -$171K | 0.37% | 34 |
|
|
2019
Q1 | $4.54M | Buy |
25,780
+1,915
| +8% | +$337K | 0.38% | 37 |
|
|
2018
Q4 | $3.37M | Buy |
23,865
+164
| +0.7% | +$23.1K | 0.34% | 38 |
|
|
2018
Q3 | $4.03M | Sell |
23,701
-358
| -1% | -$60.9K | 0.35% | 37 |
|
|
2018
Q2 | $3.94M | Buy |
24,059
+210
| +0.9% | +$34.4K | 0.38% | 35 |
|
|
2018
Q1 | $3.66M | Sell |
23,849
-517
| -2% | -$79.4K | 0.37% | 36 |
|
|
2017
Q4 | $3.73M | Buy |
24,366
+465
| +2% | +$71.2K | 0.37% | 36 |
|
|
2017
Q3 | $3.23M | Sell |
23,901
-206
| -0.9% | -$27.8K | 0.36% | 35 |
|
|
2017
Q2 | $2.98M | Buy |
24,107
+572
| +2% | +$70.8K | 0.34% | 42 |
|
|
2017
Q1 | $2.82M | Buy |
23,535
+305
| +1% | +$36.6K | 0.34% | 39 |
|
|
2016
Q4 | $2.72M | Sell |
23,230
-82
| -0.4% | -$9.61K | 0.36% | 42 |
|
|
2016
Q3 | $2.85M | Buy |
23,312
+597
| +3% | +$72.9K | 0.4% | 37 |
|
|
2016
Q2 | $2.57M | Sell |
22,715
-500
| -2% | -$56.6K | 0.38% | 40 |
|
|
2016
Q1 | $2.68M | Sell |
23,215
-459
| -2% | -$53K | 0.43% | 35 |
|
|
2015
Q4 | $2.47M | Sell |
23,674
-1,150
| -5% | -$120K | 0.37% | 34 |
|
|
2015
Q3 | $2.44M | Sell |
24,824
-3,002
| -11% | -$295K | 0.43% | 29 |
|
|
2015
Q2 | $2.69M | Sell |
27,826
-703
| -2% | -$68K | 0.4% | 35 |
|
|
2015
Q1 | $2.67M | Sell |
28,529
-46
| -0.2% | -$4.31K | 0.39% | 37 |
|
|
2014
Q4 | $2.55M | Buy |
28,575
+432
| +2% | +$38.6K | 0.42% | 36 |
|
|
2014
Q3 | $2.29M | Sell |
28,143
-32
| -0.1% | -$2.6K | 0.4% | 39 |
|
|
2014
Q2 | $2.28M | Sell |
28,175
-1,050
| -4% | -$84.9K | 0.39% | 41 |
|
|
2014
Q1 | $2.34M | Buy |
29,225
+168
| +0.6% | +$13.4K | 0.41% | 44 |
|
|
2013
Q4 | $2.39M | Buy |
29,057
+1,265
| +5% | +$104K | 0.44% | 42 |
|
|
2013
Q3 | $2.05M | Sell |
27,792
-371
| -1% | -$27.3K | 0.42% | 44 |
|
|
2013
Q2 | $2.03M | Buy |
+28,163
| New | +$2.03M | 1.61% | 21 |
|