IAA
Independent Advisor Alliance’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32M | Sell |
21,139
-3,091
| -13% | -$924K | 0.18% | 93 |
|
|
2025
Q1 | $7.56M | Sell |
24,230
-5,011
| -17% | -$1.56M | 0.25% | 72 |
|
|
2024
Q4 | $10.3M | Buy |
29,241
+1,014
| +4% | +$357K | 0.14% | 162 |
|
|
2024
Q3 | $9.98M | Sell |
28,227
-2,576
| -8% | -$911K | 0.36% | 48 |
|
|
2024
Q2 | $9.35M | Buy |
30,803
+2,817
| +10% | +$855K | 0.32% | 56 |
|
|
2024
Q1 | $9.7M | Buy |
27,986
+892
| +3% | +$309K | 0.35% | 55 |
|
|
2023
Q4 | $9.51M | Sell |
27,094
-2,107
| -7% | -$739K | 0.34% | 55 |
|
|
2023
Q3 | $8.97M | Sell |
29,201
-429
| -1% | -$132K | 0.41% | 50 |
|
|
2023
Q2 | $9.14M | Sell |
29,630
-65
| -0.2% | -$20.1K | 0.4% | 52 |
|
|
2023
Q1 | $8.49M | Sell |
29,695
-484
| -2% | -$138K | 0.41% | 54 |
|
|
2022
Q4 | $8.05K | Sell |
30,179
-231
| -0.8% | -$62 | ﹤0.01% | 176 |
|
|
2022
Q3 | $7.83M | Buy |
30,410
+101
| +0.3% | +$26K | 0.46% | 54 |
|
|
2022
Q2 | $8.42M | Sell |
30,309
-63
| -0.2% | -$17.5K | 0.47% | 53 |
|
|
2022
Q1 | $10.2M | Sell |
30,372
-43
| -0.1% | -$14.5K | 0.49% | 52 |
|
|
2021
Q4 | $12.6M | Buy |
30,415
+284
| +0.9% | +$118K | 0.62% | 37 |
|
|
2021
Q3 | $9.64M | Sell |
30,131
-50
| -0.2% | -$16K | 0.54% | 45 |
|
|
2021
Q2 | $8.9M | Sell |
30,181
-1,588
| -5% | -$468K | 0.49% | 49 |
|
|
2021
Q1 | $8.78M | Buy |
31,769
+4,494
| +16% | +$1.24M | 0.52% | 48 |
|
|
2020
Q4 | $7.12M | Buy |
27,275
+393
| +1% | +$103K | 0.48% | 51 |
|
|
2020
Q3 | $6.08M | Buy |
26,882
+22,209
| +475% | +$5.02M | 0.46% | 58 |
|
|
2020
Q2 | $1M | Buy |
4,673
+1,661
| +55% | +$357K | 0.11% | 151 |
|
|
2020
Q1 | $492K | Sell |
3,012
-862
| -22% | -$141K | 0.07% | 216 |
|
|
2019
Q4 | $816K | Buy |
3,874
+251
| +7% | +$52.9K | 0.04% | 419 |
|
|
2019
Q3 | $691K | Sell |
3,623
-72
| -2% | -$13.7K | 0.08% | 203 |
|
|
2019
Q2 | $348K | Sell |
3,695
-229
| -6% | -$21.6K | 0.05% | 269 |
|
|
2019
Q1 | $690K | Buy |
3,924
+1,665
| +74% | +$293K | 0.1% | 185 |
|
|
2018
Q4 | $319K | Buy |
2,259
+188
| +9% | +$26.5K | 0.06% | 279 |
|
|
2018
Q3 | $345K | Buy |
2,071
+415
| +25% | +$69.1K | 0.06% | 230 |
|
|
2018
Q2 | $261K | Buy |
1,656
+21
| +1% | +$3.31K | 0.05% | 262 |
|
|
2018
Q1 | $242K | Buy |
1,635
+37
| +2% | +$5.48K | 0.05% | 282 |
|
|
2017
Q4 | $254K | Buy |
+1,598
| New | +$254K | 0.06% | 265 |
|