GVAG
Great Valley Advisor Group’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Sell |
22,872
-10,233
| -31% | -$3.06M | 0.15% | 142 |
|
|
2025
Q1 | $10.3M | Sell |
33,105
-2,878
| -8% | -$898K | 0.22% | 108 |
|
|
2024
Q4 | $12.7M | Buy |
35,983
+935
| +3% | +$329K | 0.28% | 91 |
|
|
2024
Q3 | $12.4M | Buy |
35,048
+1,559
| +5% | +$551K | 0.3% | 82 |
|
|
2024
Q2 | $10.2M | Buy |
33,489
+22,127
| +195% | +$6.71M | 0.28% | 88 |
|
|
2024
Q1 | $3.94M | Buy |
11,362
+265
| +2% | +$91.9K | 0.12% | 183 |
|
|
2023
Q4 | $3.89M | Sell |
11,097
-237
| -2% | -$83.2K | 0.14% | 166 |
|
|
2023
Q3 | $3.48M | Buy |
11,334
+836
| +8% | +$257K | 0.14% | 161 |
|
|
2023
Q2 | $3.24M | Buy |
10,498
+478
| +5% | +$148K | 0.14% | 164 |
|
|
2023
Q1 | $2.86M | Buy |
10,020
+423
| +4% | +$121K | 0.13% | 177 |
|
|
2022
Q4 | $2.56M | Buy |
9,597
+186
| +2% | +$49.6K | 0.13% | 175 |
|
|
2022
Q3 | $2.42M | Buy |
9,411
+574
| +6% | +$148K | 0.14% | 165 |
|
|
2022
Q2 | $2.45M | Buy |
8,837
+169
| +2% | +$46.9K | 0.13% | 168 |
|
|
2022
Q1 | $3.02M | Sell |
8,668
-7,500
| -46% | -$2.61M | 0.18% | 144 |
|
|
2021
Q4 | $6.61M | Buy |
16,168
+8,329
| +106% | +$3.41M | 0.41% | 63 |
|
|
2021
Q3 | $2.51M | Buy |
7,839
+597
| +8% | +$191K | 0.17% | 144 |
|
|
2021
Q2 | $2.11M | Buy |
7,242
+5,516
| +320% | +$1.61M | 0.16% | 155 |
|
|
2021
Q1 | $477K | Buy |
1,726
+68
| +4% | +$18.8K | 0.05% | 313 |
|
|
2020
Q4 | $433K | Sell |
1,658
-101
| -6% | -$26.4K | 0.04% | 300 |
|
|
2020
Q3 | $396K | Buy |
1,759
+36
| +2% | +$8.11K | 0.05% | 289 |
|
|
2020
Q2 | $370K | Buy |
+1,723
| New | +$370K | 0.06% | 283 |
|
|
2019
Q4 | – | Sell |
-1,727
| Closed | -$332K | – | 357 |
|
|
2019
Q3 | $332K | Sell |
1,727
-194
| -10% | -$37.3K | 0.08% | 249 |
|
|
2019
Q2 | $354K | Buy |
1,921
+443
| +30% | +$81.6K | 0.09% | 226 |
|
|
2019
Q1 | $260K | Buy |
+1,478
| New | +$260K | 0.08% | 247 |
|