Kovitz Investment Group Partners’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8M | Buy |
89,690
+9,279
| +12% | +$2.77M | 0.11% | 158 |
|
|
2025
Q1 | $25.1M | Sell |
80,411
-4,535
| -5% | -$1.42M | 0.13% | 145 |
|
|
2024
Q4 | $29.9M | Sell |
84,946
-1,352
| -2% | -$476K | 0.15% | 130 |
|
|
2024
Q3 | $26.9M | Buy |
86,298
+17,013
| +25% | +$5.3M | 0.19% | 103 |
|
|
2024
Q2 | $21M | Buy |
69,285
+14,217
| +26% | +$4.31M | 0.18% | 94 |
|
|
2024
Q1 | $19.1M | Buy |
55,068
+25,995
| +89% | +$9.01M | 0.24% | 60 |
|
|
2023
Q4 | $10.2M | Sell |
29,073
-2,010
| -6% | -$705K | 0.17% | 66 |
|
|
2023
Q3 | $9.55M | Sell |
31,083
-532
| -2% | -$163K | 0.17% | 62 |
|
|
2023
Q2 | $9.76M | Sell |
31,615
-1,671
| -5% | -$516K | 0.14% | 70 |
|
|
2023
Q1 | $9.51M | Buy |
33,286
+10,439
| +46% | +$2.98M | 0.17% | 81 |
|
|
2022
Q4 | $6.1M | Buy |
22,847
+1,366
| +6% | +$365K | 0.12% | 123 |
|
|
2022
Q3 | $5.53M | Buy |
21,481
+253
| +1% | +$65.1K | 0.13% | 121 |
|
|
2022
Q2 | $5.89M | Buy |
21,228
+18,218
| +605% | +$5.06M | 0.13% | 120 |
|
|
2022
Q1 | $1.02M | Sell |
3,010
-822
| -21% | -$277K | 0.02% | 290 |
|
|
2021
Q4 | $1M | Buy |
3,832
+600
| +19% | +$157K | 0.02% | 270 |
|
|
2021
Q3 | $1.03M | Sell |
3,232
-625
| -16% | -$200K | 0.02% | 290 |
|
|
2021
Q2 | $1.14M | Buy |
3,857
+62
| +2% | +$18.3K | 0.02% | 286 |
|
|
2021
Q1 | $1.05M | Sell |
3,795
-37
| -1% | -$10.2K | 0.02% | 274 |
|
|
2020
Q4 | $1M | Hold |
3,832
| – | – | 0.02% | 266 |
|
|
2020
Q3 | $866K | Sell |
3,832
-236
| -6% | -$53.3K | 0.02% | 265 |
|
|
2020
Q2 | $873K | Buy |
4,068
+1,780
| +78% | +$382K | 0.03% | 262 |
|
|
2020
Q1 | $374K | Sell |
2,288
-459
| -17% | -$75K | 0.01% | 308 |
|
|
2019
Q4 | $578K | Buy |
+2,747
| New | +$578K | 0.02% | 308 |
|
|
2017
Q2 | – | Sell |
-2,250
| Closed | -$270K | – | 149 |
|
|
2017
Q1 | $270K | Buy |
+2,250
| New | +$270K | 0.01% | 115 |
|
|
2016
Q2 | – | Sell |
-288,600
| Closed | -$33.3M | – | 123 |
|
|
2016
Q1 | $33.3M | Buy |
+288,600
| New | +$33.3M | 1.97% | 23 |
|