JMFC
J.M. Forbes & Co’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
3,738
-32
| -0.8% | -$9.56K | 0.1% | 78 |
|
|
2025
Q1 | $1.18M | Hold |
3,770
| – | – | 0.11% | 77 |
|
|
2024
Q4 | $1.33M | Hold |
3,770
| – | – | 0.13% | 75 |
|
|
2024
Q3 | $1.33M | Sell |
3,770
-19
| -0.5% | -$6.72K | 0.13% | 72 |
|
|
2024
Q2 | $1.15M | Buy |
3,789
+219
| +6% | +$66.4K | 0.12% | 75 |
|
|
2024
Q1 | $1.24M | Sell |
3,570
-110
| -3% | -$38.1K | 0.13% | 75 |
|
|
2023
Q4 | $1.29M | Buy |
3,680
+86
| +2% | +$30.2K | 0.15% | 68 |
|
|
2023
Q3 | $1.1M | Hold |
3,594
| – | – | 0.14% | 69 |
|
|
2023
Q2 | $1.11M | Buy |
3,594
+2,717
| +310% | +$838K | 0.14% | 68 |
|
|
2023
Q1 | $251K | Hold |
877
| – | – | 0.03% | 98 |
|
|
2022
Q4 | $234K | Buy |
+877
| New | +$234K | 0.03% | 102 |
|
|
2013
Q3 | – | Sell |
-101,342
| Closed | -$7.29M | – | 88 |
|
|
2013
Q2 | $7.29M | Buy |
+101,342
| New | +$7.29M | 2.17% | 16 |
|