JIC
Joel Isaacson & Co’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
2,180
+125
| +6% | +$37.4K | 0.03% | 220 |
|
|
2025
Q1 | $641K | Hold |
2,055
| – | – | 0.03% | 211 |
|
|
2024
Q4 | $723K | Buy |
2,055
+718
| +54% | +$253K | 0.03% | 189 |
|
|
2024
Q3 | $473K | Sell |
1,337
-105
| -7% | -$37.1K | 0.02% | 231 |
|
|
2024
Q2 | $438K | Buy |
1,442
+6
| +0.4% | +$1.82K | 0.02% | 235 |
|
|
2024
Q1 | $498K | Buy |
1,436
+105
| +8% | +$36.4K | 0.03% | 215 |
|
|
2023
Q4 | $467K | Buy |
1,331
+57
| +4% | +$20K | 0.03% | 199 |
|
|
2023
Q3 | $391K | Hold |
1,274
| – | – | 0.03% | 215 |
|
|
2023
Q2 | $393K | Buy |
1,274
+54
| +4% | +$16.7K | 0.03% | 216 |
|
|
2023
Q1 | $349K | Sell |
1,220
-18
| -1% | -$5.15K | 0.03% | 231 |
|
|
2022
Q4 | $330K | Sell |
1,238
-131
| -10% | -$35K | 0.03% | 226 |
|
|
2022
Q3 | $352K | Hold |
1,369
| – | – | 0.03% | 202 |
|
|
2022
Q2 | $380K | Hold |
1,369
| – | – | 0.03% | 195 |
|
|
2022
Q1 | $429K | Buy |
1,369
+23
| +2% | +$7.21K | 0.03% | 197 |
|
|
2021
Q4 | $558K | Sell |
1,346
-38
| -3% | -$15.8K | 0.04% | 173 |
|
|
2021
Q3 | $443K | Buy |
1,384
+16
| +1% | +$5.12K | 0.03% | 194 |
|
|
2021
Q2 | $403K | Buy |
1,368
+213
| +18% | +$62.7K | 0.03% | 201 |
|
|
2021
Q1 | $319K | Buy |
1,155
+63
| +6% | +$17.4K | 0.03% | 209 |
|
|
2020
Q4 | $285K | Sell |
1,092
-17
| -2% | -$4.44K | 0.03% | 200 |
|
|
2020
Q3 | $251K | Hold |
1,109
| – | – | 0.03% | 195 |
|
|
2020
Q2 | $238K | Buy |
+1,109
| New | +$238K | 0.03% | 186 |
|
|
2020
Q1 | – | Sell |
-1,661
| Closed | -$350K | – | 195 |
|
|
2019
Q4 | $350K | Hold |
1,661
| – | – | 0.05% | 158 |
|
|
2019
Q3 | $319K | Sell |
1,661
-5
| -0.3% | -$960 | 0.05% | 158 |
|
|
2019
Q2 | $308K | Buy |
1,666
+492
| +42% | +$91K | 0.04% | 161 |
|
|
2019
Q1 | $207K | Buy |
+1,174
| New | +$207K | 0.03% | 201 |
|
|
2018
Q4 | – | Sell |
-1,215
| Closed | -$207K | – | 230 |
|
|
2018
Q3 | $207K | Buy |
+1,215
| New | +$207K | 0.03% | 193 |
|
|
2017
Q1 | – | Sell |
-1,215
| Closed | -$142K | – | 179 |
|
|
2016
Q4 | $142K | Hold |
1,215
| – | – | 0.03% | 182 |
|
|
2016
Q3 | $148K | Hold |
1,215
| – | – | 0.03% | 193 |
|
|
2016
Q2 | $138K | Buy |
1,215
+185
| +18% | +$21K | 0.03% | 202 |
|
|
2016
Q1 | $119K | Hold |
1,030
| – | – | 0.03% | 221 |
|
|
2015
Q4 | $108K | Hold |
1,030
| – | – | 0.03% | 215 |
|
|
2015
Q3 | $101K | Hold |
1,030
| – | – | 0.03% | 227 |
|
|
2015
Q2 | $100K | Hold |
1,030
| – | – | 0.03% | 253 |
|
|
2015
Q1 | $97K | Hold |
1,030
| – | – | 0.02% | 261 |
|
|
2014
Q4 | $92K | Hold |
1,030
| – | – | 0.02% | 241 |
|
|
2014
Q3 | $84K | Hold |
1,030
| – | – | 0.03% | 234 |
|
|
2014
Q2 | $83K | Hold |
1,030
| – | – | 0.03% | 230 |
|
|
2014
Q1 | $82K | Hold |
1,030
| – | – | 0.03% | 227 |
|
|
2013
Q4 | $85K | Hold |
1,030
| – | – | 0.03% | 208 |
|
|
2013
Q3 | $76K | Buy |
1,030
+700
| +212% | +$51.7K | 0.03% | 206 |
|
|
2013
Q2 | $24K | Buy |
+330
| New | +$24K | 0.01% | 305 |
|