GIM
Goelzer Investment Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
8,224
+290
| +4% | +$86.7K | 0.13% | 123 |
|
|
2025
Q1 | $2.48M | Buy |
7,934
+273
| +4% | +$85.2K | 0.14% | 121 |
|
|
2024
Q4 | $2.7M | Buy |
7,661
+75
| +1% | +$26.4K | 0.16% | 119 |
|
|
2024
Q3 | $2.68M | Sell |
7,586
-576
| -7% | -$204K | 0.15% | 120 |
|
|
2024
Q2 | $2.48M | Buy |
8,162
+26
| +0.3% | +$7.89K | 0.14% | 120 |
|
|
2024
Q1 | $2.82M | Sell |
8,136
-103
| -1% | -$35.7K | 0.16% | 116 |
|
|
2023
Q4 | $2.89M | Buy |
8,239
+2,839
| +53% | +$996K | 0.19% | 111 |
|
|
2023
Q3 | $1.66M | Buy |
5,400
+3,712
| +220% | +$1.14M | 0.12% | 125 |
|
|
2023
Q2 | $521K | Sell |
1,688
-155
| -8% | -$47.8K | 0.04% | 173 |
|
|
2023
Q1 | $527K | Buy |
+1,843
| New | +$527K | 0.05% | 176 |
|
|
2020
Q4 | – | Sell |
-3,825
| Closed | -$864K | – | 196 |
|
|
2020
Q3 | $864K | Hold |
3,825
| – | – | 0.08% | 166 |
|
|
2020
Q2 | $821K | Hold |
3,825
| – | – | 0.08% | 163 |
|
|
2020
Q1 | $624K | Sell |
3,825
-350
| -8% | -$57.1K | 0.07% | 176 |
|
|
2019
Q4 | $879K | Sell |
4,175
-300
| -7% | -$63.2K | 0.08% | 172 |
|
|
2019
Q3 | $861K | Sell |
4,475
-165
| -4% | -$31.7K | 0.08% | 167 |
|
|
2019
Q2 | $857K | Sell |
4,640
-360
| -7% | -$66.5K | 0.08% | 171 |
|
|
2019
Q1 | $880K | Buy |
+5,000
| New | +$880K | 0.08% | 177 |
|
|
2013
Q3 | – | Sell |
-87,716
| Closed | -$6.31M | – | 178 |
|
|
2013
Q2 | $6.31M | Buy |
+87,716
| New | +$6.31M | 0.67% | 64 |
|