Geneos Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.86M | Sell |
26,298
-16,472
| -39% | -$4.92M | 0.19% | 133 |
|
|
2025
Q1 | $13.7M | Buy |
42,770
+29,260
| +217% | +$9.35M | 0.2% | 128 |
|
|
2024
Q4 | $4.75M | Buy |
13,510
+284
| +2% | +$99.9K | 0.17% | 144 |
|
|
2024
Q3 | $4.68M | Buy |
13,226
+1,212
| +10% | +$428K | 0.18% | 136 |
|
|
2024
Q2 | $3.65M | Buy |
12,014
+670
| +6% | +$203K | 0.16% | 143 |
|
|
2024
Q1 | $3.93M | Buy |
11,344
+112
| +1% | +$38.8K | 0.18% | 143 |
|
|
2023
Q4 | $3.94M | Sell |
11,232
-117
| -1% | -$41.1K | 0.19% | 129 |
|
|
2023
Q3 | $3.49M | Buy |
11,349
+328
| +3% | +$101K | 0.18% | 145 |
|
|
2023
Q2 | $3.4M | Buy |
11,021
+632
| +6% | +$195K | 0.18% | 147 |
|
|
2023
Q1 | $2.97M | Sell |
10,389
-1,839
| -15% | -$526K | 0.18% | 144 |
|
|
2022
Q4 | $3.26M | Buy |
12,228
+521
| +4% | +$139K | 0.2% | 128 |
|
|
2022
Q3 | $3.01M | Sell |
11,707
-2,211
| -16% | -$569K | 0.21% | 120 |
|
|
2022
Q2 | $3.91M | Buy |
13,918
+327
| +2% | +$91.8K | 0.19% | 123 |
|
|
2022
Q1 | $4.58M | Buy |
13,591
+1,842
| +16% | +$621K | 0.2% | 121 |
|
|
2021
Q4 | $4.87M | Buy |
11,749
+196
| +2% | +$81.2K | 0.19% | 127 |
|
|
2021
Q3 | $3.75M | Buy |
11,553
+644
| +6% | +$209K | 0.14% | 161 |
|
|
2021
Q2 | $3.33M | Sell |
10,909
-1,331
| -11% | -$406K | 0.13% | 171 |
|
|
2021
Q1 | $3.55M | Sell |
12,240
-839
| -6% | -$243K | 0.1% | 212 |
|
|
2020
Q4 | $2.96M | Buy |
13,079
+2,015
| +18% | +$456K | 0.12% | 187 |
|
|
2020
Q3 | $2.38M | Buy |
11,064
+927
| +9% | +$199K | 0.12% | 180 |
|
|
2020
Q2 | $2.15M | Buy |
10,137
+2,048
| +25% | +$435K | 0.12% | 181 |
|
|
2020
Q1 | $1.32M | Sell |
8,089
-1,226
| -13% | -$200K | 0.09% | 222 |
|
|
2019
Q4 | $1.98M | Buy |
9,315
+955
| +11% | +$203K | 0.11% | 208 |
|
|
2019
Q3 | $1.6M | Buy |
8,360
+1,441
| +21% | +$276K | 0.1% | 206 |
|
|
2019
Q2 | $1.29M | Buy |
6,919
+1,445
| +26% | +$268K | 0.08% | 233 |
|
|
2019
Q1 | $904K | Buy |
5,474
+2,113
| +63% | +$349K | 0.06% | 282 |
|
|
2018
Q4 | $480K | Buy |
3,361
+1,418
| +73% | +$203K | 0.04% | 385 |
|
|
2018
Q3 | $337K | Buy |
1,943
+393
| +25% | +$68.2K | 0.02% | 479 |
|
|
2018
Q2 | $253K | Sell |
1,550
-569
| -27% | -$92.9K | 0.02% | 500 |
|
|
2018
Q1 | $325K | Sell |
2,119
-167
| -7% | -$25.6K | 0.03% | 397 |
|
|
2017
Q4 | $350K | Buy |
2,286
+51
| +2% | +$7.81K | 0.03% | 396 |
|
|
2017
Q3 | $301K | Sell |
2,235
-13
| -0.6% | -$1.75K | 0.03% | 403 |
|
|
2017
Q2 | $278K | Buy |
2,248
+8
| +0.4% | +$989 | 0.03% | 414 |
|
|
2017
Q1 | $268K | Buy |
2,240
+66
| +3% | +$7.9K | 0.03% | 405 |
|
|
2016
Q4 | $254K | Sell |
2,174
-673
| -24% | -$78.6K | 0.03% | 406 |
|
|
2016
Q3 | $347K | Buy |
2,847
+31
| +1% | +$3.78K | 0.05% | 319 |
|
|
2016
Q2 | $319K | Buy |
2,816
+7
| +0.2% | +$793 | 0.05% | 330 |
|
|
2016
Q1 | $326K | Buy |
+2,809
| New | +$326K | 0.05% | 319 |
|