IWP
Icon Wealth Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $59.6M | Sell |
193,988
-8,297
| -4% | -$2.55M | 6.77% | 2 |
|
|
2023
Q2 | $62.4M | Sell |
202,285
-6,623
| -3% | -$2.04M | 6.6% | 2 |
|
|
2023
Q1 | $59.7M | Buy |
+208,908
| New | +$59.7M | 6.5% | 2 |
|
|
2022
Q2 | $57.7M | Sell |
207,966
-628
| -0.3% | -$174K | 6.91% | 2 |
|
|
2022
Q1 | $70.3M | Buy |
208,594
+3,948
| +2% | +$1.33M | 7% | 2 |
|
|
2021
Q4 | $84.8M | Sell |
204,646
-10,250
| -5% | -$4.25M | 8.51% | 1 |
|
|
2021
Q3 | $68.7M | Sell |
214,896
-4,805
| -2% | -$1.54M | 7.26% | 1 |
|
|
2021
Q2 | $64.8M | Sell |
219,701
-1,240
| -0.6% | -$366K | 6.95% | 1 |
|
|
2021
Q1 | $61M | Sell |
220,941
-3,954
| -2% | -$1.09M | 7.64% | 1 |
|
|
2020
Q4 | $58.7M | Buy |
224,895
+57
| +0% | +$14.9K | 9.28% | 1 |
|
|
2020
Q3 | $50.8M | Sell |
224,838
-1,696
| -0.7% | -$383K | 9.81% | 1 |
|
|
2020
Q2 | $48.6M | Buy |
226,534
+869
| +0.4% | +$187K | 11.78% | 1 |
|
|
2020
Q1 | $36.8M | Sell |
225,665
-11,093
| -5% | -$1.81M | 14.53% | 1 |
|
|
2019
Q4 | $49.9M | Sell |
236,758
-3,368
| -1% | -$709K | 15.77% | 1 |
|
|
2019
Q3 | $46.2M | Sell |
240,126
-11,416
| -5% | -$2.2M | 15.8% | 1 |
|
|
2019
Q2 | $46.5M | Buy |
251,542
+590
| +0.2% | +$109K | 16.44% | 1 |
|
|
2019
Q1 | $44.2M | Sell |
250,952
-12,593
| -5% | -$2.22M | 16.51% | 1 |
|
|
2018
Q4 | $37.2M | Buy |
263,545
+467
| +0.2% | +$65.9K | 17.94% | 1 |
|
|
2018
Q3 | $44.8M | Sell |
263,078
-6,300
| -2% | -$1.07M | 18.67% | 1 |
|
|
2018
Q2 | $44.1M | Buy |
269,378
+161,636
| +150% | +$26.4M | 18.52% | 1 |
|
|
2018
Q1 | $16.5M | Buy |
107,742
+491
| +0.5% | +$75.4K | 8.86% | 1 |
|
|
2017
Q4 | $16.4M | Buy |
+107,251
| New | +$16.4M | 8.13% | 1 |
|