JFA
JNBA Financial Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
802
| – | – | 0.02% | 169 |
|
|
2025
Q1 | $250K | Sell |
802
-60
| -7% | -$18.7K | 0.03% | 167 |
|
|
2024
Q4 | $303K | Hold |
862
| – | – | 0.03% | 159 |
|
|
2024
Q3 | $305K | Sell |
862
-140
| -14% | -$49.5K | 0.03% | 162 |
|
|
2024
Q2 | $304K | Sell |
1,002
-35
| -3% | -$10.6K | 0.03% | 159 |
|
|
2024
Q1 | $359K | Sell |
1,037
-46
| -4% | -$15.9K | 0.04% | 155 |
|
|
2023
Q4 | $380K | Sell |
1,083
-13
| -1% | -$4.56K | 0.04% | 153 |
|
|
2023
Q3 | $337K | Sell |
1,096
-113
| -9% | -$34.7K | 0.04% | 155 |
|
|
2023
Q2 | $373K | Hold |
1,209
| – | – | 0.04% | 149 |
|
|
2023
Q1 | $345K | Buy |
1,209
+6
| +0.5% | +$1.72K | 0.05% | 155 |
|
|
2022
Q4 | $321K | Hold |
1,203
| – | – | 0.04% | 156 |
|
|
2022
Q3 | $309K | Buy |
1,203
+36
| +3% | +$9.25K | 0.05% | 151 |
|
|
2022
Q2 | $324K | Sell |
1,167
-121
| -9% | -$33.6K | 0.05% | 146 |
|
|
2022
Q1 | $434K | Sell |
1,288
-59
| -4% | -$19.9K | 0.06% | 137 |
|
|
2021
Q4 | $558K | Buy |
1,347
+11
| +0.8% | +$4.56K | 0.07% | 125 |
|
|
2021
Q3 | $427K | Hold |
1,336
| – | – | 0.06% | 137 |
|
|
2021
Q2 | $394K | Hold |
1,336
| – | – | 0.05% | 138 |
|
|
2021
Q1 | $369K | Hold |
1,336
| – | – | 0.05% | 135 |
|
|
2020
Q4 | $349K | Buy |
1,336
+149
| +13% | +$38.9K | 0.06% | 134 |
|
|
2020
Q3 | $268K | Buy |
1,187
+10
| +0.8% | +$2.26K | 0.05% | 132 |
|
|
2020
Q2 | $253K | Sell |
1,177
-87
| -7% | -$18.7K | 0.05% | 133 |
|
|
2020
Q1 | $206K | Hold |
1,264
| – | – | 0.05% | 134 |
|
|
2019
Q4 | $266K | Sell |
1,264
-20
| -2% | -$4.21K | 0.05% | 138 |
|
|
2019
Q3 | $247K | Buy |
1,284
+20
| +2% | +$3.85K | 0.05% | 136 |
|
|
2019
Q2 | $234K | Sell |
1,264
-31
| -2% | -$5.74K | 0.05% | 142 |
|
|
2019
Q1 | $228K | Sell |
1,295
-253
| -16% | -$44.5K | 0.05% | 137 |
|
|
2018
Q4 | $218K | Sell |
1,548
-19,950
| -93% | -$2.81M | 0.05% | 123 |
|
|
2018
Q3 | $3.66M | Buy |
21,498
+19,878
| +1,227% | +$3.38M | 1.64% | 26 |
|
|
2018
Q2 | $265K | Hold |
1,620
| – | – | 0.06% | 116 |
|
|
2018
Q1 | $249K | Buy |
1,620
+31
| +2% | +$4.77K | 0.05% | 111 |
|
|
2017
Q4 | $243K | Hold |
1,589
| – | – | 0.05% | 116 |
|
|
2017
Q3 | $215K | Hold |
1,589
| – | – | 0.05% | 115 |
|
|
2017
Q2 | $196K | Buy |
1,589
+51
| +3% | +$6.29K | 0.04% | 118 |
|
|
2017
Q1 | $184K | Hold |
1,538
| – | – | 0.04% | 120 |
|
|
2016
Q4 | $180K | Sell |
1,538
-90
| -6% | -$10.5K | 0.04% | 121 |
|
|
2016
Q3 | $199K | Buy |
1,628
+73
| +5% | +$8.92K | 0.03% | 217 |
|
|
2016
Q2 | $176K | Hold |
1,555
| – | – | 0.05% | 124 |
|
|
2016
Q1 | $179K | Hold |
1,555
| – | – | 0.06% | 111 |
|
|
2015
Q4 | $162K | Sell |
1,555
-98
| -6% | -$10.2K | 0.06% | 115 |
|
|
2015
Q3 | $162K | Sell |
1,653
-262
| -14% | -$25.7K | 0.07% | 103 |
|
|
2015
Q2 | $185K | Sell |
1,915
-103
| -5% | -$9.95K | 0.07% | 95 |
|
|
2015
Q1 | $189K | Hold |
2,018
| – | – | 0.07% | 96 |
|
|
2014
Q4 | $180K | Hold |
2,018
| – | – | 0.07% | 102 |
|
|
2014
Q3 | $164K | Hold |
2,018
| – | – | 0.07% | 105 |
|
|
2014
Q2 | $163K | Buy |
2,018
+152
| +8% | +$12.3K | 0.08% | 102 |
|
|
2014
Q1 | $149K | Sell |
1,866
-275
| -13% | -$22K | 0.08% | 99 |
|
|
2013
Q4 | $176K | Hold |
2,141
| – | – | 0.1% | 87 |
|
|
2013
Q3 | $158K | Hold |
2,141
| – | – | 0.1% | 90 |
|
|
2013
Q2 | $154K | Buy |
+2,141
| New | +$154K | 0.11% | 91 |
|