JFS Wealth Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Sell |
2,944
-172
| -6% | -$51.4K | 0.06% | 156 |
|
|
2025
Q1 | $972K | Sell |
3,116
-37
| -1% | -$11.5K | 0.07% | 149 |
|
|
2024
Q4 | $1.11M | Sell |
3,153
-5
| -0.2% | -$1.76K | 0.08% | 134 |
|
|
2024
Q3 | $1.12M | Buy |
3,158
+2,670
| +547% | +$944K | 0.07% | 141 |
|
|
2024
Q2 | $148K | Sell |
488
-18
| -4% | -$5.46K | 0.01% | 270 |
|
|
2024
Q1 | $175K | Buy |
506
+1
| +0.2% | +$347 | 0.01% | 251 |
|
|
2023
Q4 | $177K | Buy |
505
+23
| +5% | +$8.07K | 0.02% | 246 |
|
|
2023
Q3 | $148K | Buy |
482
+110
| +30% | +$33.8K | 0.01% | 253 |
|
|
2023
Q2 | $115K | Buy |
372
+65
| +21% | +$20.1K | 0.01% | 262 |
|
|
2023
Q1 | $87.7K | Sell |
307
-85
| -22% | -$24.3K | 0.01% | 295 |
|
|
2022
Q4 | $105K | Sell |
392
-52
| -12% | -$13.9K | 0.01% | 273 |
|
|
2022
Q3 | $114K | Sell |
444
-16
| -3% | -$4.11K | 0.01% | 269 |
|
|
2022
Q2 | $128K | Buy |
460
+41
| +10% | +$11.4K | 0.01% | 259 |
|
|
2022
Q1 | $141K | Buy |
419
+106
| +34% | +$35.7K | 0.01% | 261 |
|
|
2021
Q4 | $130K | Buy |
313
+211
| +207% | +$87.6K | 0.01% | 269 |
|
|
2021
Q3 | $33K | Buy |
102
+59
| +137% | +$19.1K | ﹤0.01% | 468 |
|
|
2021
Q2 | $13K | Hold |
43
| – | – | ﹤0.01% | 413 |
|
|
2021
Q1 | $12K | Hold |
43
| – | – | ﹤0.01% | 398 |
|
|
2020
Q4 | $11K | Buy |
+43
| New | +$11K | ﹤0.01% | 407 |
|
|
2019
Q2 | – | Sell |
-34
| Closed | -$6K | – | 457 |
|
|
2019
Q1 | $6K | Buy |
+34
| New | +$6K | ﹤0.01% | 379 |
|
|
2018
Q4 | – | Sell |
-75
| Closed | -$13K | – | 449 |
|
|
2018
Q3 | $13K | Buy |
75
+11
| +17% | +$1.91K | ﹤0.01% | 370 |
|
|
2018
Q2 | $10K | Buy |
64
+13
| +25% | +$2.03K | ﹤0.01% | 363 |
|
|
2018
Q1 | $8K | Hold |
51
| – | – | ﹤0.01% | 379 |
|
|
2017
Q4 | $8K | Buy |
+51
| New | +$8K | ﹤0.01% | 385 |
|
|
2017
Q3 | – | Sell |
-29
| Closed | -$4K | – | 438 |
|
|
2017
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 377 |
|
|
2017
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 405 |
|
|
2016
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 405 |
|
|
2016
Q3 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 430 |
|
|
2016
Q2 | – | Sell |
-10
| Closed | -$1K | – | 496 |
|
|
2016
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 547 |
|
|
2015
Q3 | – | Sell |
-57
| Closed | -$6K | – | 473 |
|
|
2015
Q2 | $6K | Sell |
57
-10
| -15% | -$1.05K | ﹤0.01% | 394 |
|
|
2015
Q1 | $6K | Hold |
67
| – | – | ﹤0.01% | 399 |
|
|
2014
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 420 |
|
|
2014
Q3 | $5K | Sell |
67
-5
| -7% | -$373 | ﹤0.01% | 381 |
|
|
2014
Q2 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 360 |
|