JGUA
John G. Ullman & Associates’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-616
| Closed | -$218K | – | 173 |
|
|
2024
Q3 | $218K | Buy |
+616
| New | +$218K | 0.03% | 175 |
|
|
2024
Q2 | – | Sell |
-659
| Closed | -$228K | – | 181 |
|
|
2024
Q1 | $228K | Hold |
659
| – | – | 0.04% | 161 |
|
|
2023
Q4 | $231K | Hold |
659
| – | – | 0.04% | 152 |
|
|
2023
Q3 | $202K | Hold |
659
| – | – | 0.03% | 167 |
|
|
2023
Q2 | $203K | Buy |
+659
| New | +$203K | 0.03% | 170 |
|
|
2022
Q2 | – | Sell |
-659
| Closed | -$222K | – | 158 |
|
|
2022
Q1 | $222K | Buy |
659
+29
| +5% | +$9.77K | 0.03% | 160 |
|
|
2021
Q4 | $261K | Buy |
+630
| New | +$261K | 0.04% | 149 |
|