LA
Legacy Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,090
| Closed | -$5.02M | – | 23 |
|
|
2025
Q1 | $5.02M | Sell |
16,090
-303
| -2% | -$94.5K | 0.52% | 34 |
|
|
2024
Q4 | $5.77M | Buy |
16,393
+529
| +3% | +$186K | 0.56% | 30 |
|
|
2024
Q3 | $5.61M | Sell |
15,864
-398
| -2% | -$141K | 0.61% | 29 |
|
|
2024
Q2 | $4.93M | Buy |
16,262
+332
| +2% | +$101K | 0.6% | 27 |
|
|
2024
Q1 | $5.52M | Buy |
15,930
+56
| +0.4% | +$19.4K | 0.7% | 22 |
|
|
2023
Q4 | $5.57M | Sell |
15,874
-1,266
| -7% | -$444K | 0.72% | 22 |
|
|
2023
Q3 | $5.26M | Buy |
17,140
+1,896
| +12% | +$582K | 0.85% | 21 |
|
|
2023
Q2 | $4.7M | Buy |
15,244
+2,016
| +15% | +$622K | 0.7% | 27 |
|
|
2023
Q1 | $3.78M | Buy |
13,228
+2,066
| +19% | +$590K | 0.7% | 32 |
|
|
2022
Q4 | $2.98M | Buy |
11,162
+3,517
| +46% | +$938K | 0.55% | 38 |
|
|
2022
Q3 | $1.97M | Buy |
7,645
+1,140
| +18% | +$293K | 0.43% | 48 |
|
|
2022
Q2 | $1.81M | Buy |
6,505
+1,375
| +27% | +$382K | 0.38% | 51 |
|
|
2022
Q1 | $1.73M | Buy |
5,130
+4,088
| +392% | +$1.38M | 0.34% | 51 |
|
|
2021
Q4 | $432K | Buy |
1,042
+388
| +59% | +$161K | 0.16% | 80 |
|
|
2021
Q3 | $209K | Buy |
+654
| New | +$209K | 0.08% | 121 |
|
|
2019
Q3 | – | Sell |
-1,051
| Closed | -$194K | – | 116 |
|
|
2019
Q2 | $194K | Buy |
1,051
+426
| +68% | +$78.6K | 0.13% | 111 |
|
|
2019
Q1 | $110K | Buy |
+625
| New | +$110K | 0.04% | 146 |
|
|
2018
Q4 | – | Sell |
-3,542
| Closed | -$603K | – | 113 |
|
|
2018
Q3 | $603K | Buy |
3,542
+2,917
| +467% | +$497K | 0.3% | 85 |
|
|
2018
Q2 | $102K | Hold |
625
| – | – | 0.08% | 136 |
|
|
2018
Q1 | $94K | Buy |
+625
| New | +$94K | 0.07% | 119 |
|
|
2017
Q1 | – | Sell |
-92
| Closed | -$10K | – | 199 |
|
|
2016
Q4 | $10K | Buy |
+92
| New | +$10K | 0.01% | 173 |
|