FIA
Foundations Investment Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
2,316
+252
| +12% | +$75.3K | 0.01% | 507 |
|
|
2025
Q1 | $644K | Sell |
2,064
-66,180
| -97% | -$20.7M | 0.01% | 507 |
|
|
2024
Q4 | $24M | Sell |
68,244
-650
| -0.9% | -$229K | 0.46% | 55 |
|
|
2024
Q3 | $24.4M | Buy |
68,894
+155
| +0.2% | +$54.8K | 0.51% | 48 |
|
|
2024
Q2 | $20.9M | Buy |
68,739
+156
| +0.2% | +$47.3K | 0.51% | 48 |
|
|
2024
Q1 | $23.8M | Buy |
68,583
+228
| +0.3% | +$79K | 0.62% | 36 |
|
|
2023
Q4 | $25.4M | Sell |
68,355
-262
| -0.4% | -$97.2K | 0.68% | 30 |
|
|
2023
Q3 | $21.1M | Sell |
68,617
-306
| -0.4% | -$94K | 0.65% | 34 |
|
|
2023
Q2 | $21.3M | Buy |
68,923
+319
| +0.5% | +$98.4K | 0.7% | 31 |
|
|
2023
Q1 | $19.6M | Buy |
68,604
+133
| +0.2% | +$38K | 0.7% | 28 |
|
|
2022
Q4 | $18.3M | Sell |
68,471
-21
| -0% | -$5.6K | 0.73% | 22 |
|
|
2022
Q3 | $17.6M | Buy |
68,492
+67,465
| +6,569% | +$17.4M | 0.77% | 20 |
|
|
2022
Q2 | $283K | Buy |
1,027
+131
| +15% | +$36.1K | 0.01% | 310 |
|
|
2022
Q1 | $286K | Buy |
896
+28
| +3% | +$8.94K | 0.01% | 280 |
|
|
2021
Q4 | $327K | Buy |
868
+45
| +5% | +$17K | 0.01% | 262 |
|
|
2021
Q3 | $268K | Buy |
823
+20
| +2% | +$6.51K | 0.01% | 269 |
|
|
2021
Q2 | $251K | Sell |
803
-161
| -17% | -$50.3K | 0.01% | 255 |
|
|
2021
Q1 | $272K | Buy |
964
+144
| +18% | +$40.6K | 0.02% | 188 |
|
|
2020
Q4 | $217K | Buy |
+820
| New | +$217K | 0.01% | 175 |
|