LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30M | Buy |
100,496
+91
| +0.1% | +$27.2K | 0.27% | 54 |
|
|
2025
Q1 | $28.9M | Sell |
100,405
-1,924
| -2% | -$554K | 0.28% | 56 |
|
|
2024
Q4 | $38.2M | Sell |
102,329
-691
| -0.7% | -$258K | 0.33% | 52 |
|
|
2024
Q3 | $37.5M | Sell |
103,020
-705
| -0.7% | -$257K | 0.34% | 53 |
|
|
2024
Q2 | $33.7M | Sell |
103,725
-1,933
| -2% | -$628K | 0.31% | 55 |
|
|
2024
Q1 | $33.5M | Sell |
105,658
-2,096
| -2% | -$665K | 0.33% | 53 |
|
|
2023
Q4 | $39.2M | Sell |
107,754
-2,489
| -2% | -$906K | 0.39% | 50 |
|
|
2023
Q3 | $34M | Sell |
110,243
-827
| -0.7% | -$255K | 0.38% | 50 |
|
|
2023
Q2 | $34.3M | Sell |
111,070
-691
| -0.6% | -$213K | 0.37% | 51 |
|
|
2023
Q1 | $31.9M | Sell |
111,761
-2,124
| -2% | -$607K | 0.37% | 53 |
|
|
2022
Q4 | $30.4M | Sell |
113,885
-1,551
| -1% | -$414K | 0.38% | 51 |
|
|
2022
Q3 | $29.7M | Sell |
115,436
-1,144
| -1% | -$294K | 0.39% | 51 |
|
|
2022
Q2 | $32.4M | Sell |
116,580
-1,625
| -1% | -$451K | 0.4% | 52 |
|
|
2022
Q1 | $39.9M | Sell |
118,205
-5,790
| -5% | -$1.95M | 0.41% | 49 |
|
|
2021
Q4 | $51.4M | Sell |
123,995
-1,571
| -1% | -$651K | 0.47% | 44 |
|
|
2021
Q3 | $40.2M | Sell |
125,566
-2,646
| -2% | -$847K | 0.4% | 48 |
|
|
2021
Q2 | $37.8M | Sell |
128,212
-3,411
| -3% | -$1.01M | 0.38% | 49 |
|
|
2021
Q1 | $36.4M | Sell |
131,623
-5,856
| -4% | -$1.62M | 0.4% | 48 |
|
|
2020
Q4 | $35.9M | Sell |
137,479
-1,660
| -1% | -$434K | 0.4% | 48 |
|
|
2020
Q3 | $31.4M | Buy |
139,139
+25
| +0% | +$5.65K | 0.39% | 48 |
|
|
2020
Q2 | $29.9M | Sell |
139,114
-220
| -0.2% | -$47.2K | 0.41% | 46 |
|
|
2020
Q1 | $22.7M | Sell |
139,334
-1,194
| -0.8% | -$195K | 0.38% | 49 |
|
|
2019
Q4 | $29.6M | Buy |
140,528
+35
| +0% | +$7.37K | 0.4% | 50 |
|
|
2019
Q3 | $27M | Buy |
140,493
+1,397
| +1% | +$269K | 0.39% | 52 |
|
|
2019
Q2 | $25.7M | Sell |
139,096
-2,601
| -2% | -$481K | 0.37% | 55 |
|
|
2019
Q1 | $24.9M | Sell |
141,697
-293
| -0.2% | -$51.6K | 0.38% | 55 |
|
|
2018
Q4 | $20M | Buy |
141,990
+568
| +0.4% | +$80.1K | 0.36% | 57 |
|
|
2018
Q3 | $24.1M | Sell |
141,422
-1,585
| -1% | -$270K | 0.38% | 57 |
|
|
2018
Q2 | $23.4M | Sell |
143,007
-1,384
| -1% | -$226K | 0.41% | 57 |
|
|
2018
Q1 | $22.2M | Sell |
144,391
-646
| -0.4% | -$99.2K | 0.4% | 57 |
|
|
2017
Q4 | $22.2M | Sell |
145,037
-2,281
| -2% | -$349K | 0.41% | 54 |
|
|
2017
Q3 | $19.9M | Buy |
147,318
+5,015
| +4% | +$677K | 0.38% | 55 |
|
|
2017
Q2 | $18.3M | Sell |
142,303
-475
| -0.3% | -$61.2K | 0.36% | 54 |
|
|
2017
Q1 | $17.1M | Buy |
142,778
+560
| +0.4% | +$67.1K | 0.36% | 58 |
|
|
2016
Q4 | $16.7M | Sell |
142,218
-1,860
| -1% | -$218K | 0.37% | 57 |
|
|
2016
Q3 | $17.6M | Sell |
144,078
-305
| -0.2% | -$37.3K | 0.4% | 56 |
|
|
2016
Q2 | $16.4M | Sell |
144,383
-386
| -0.3% | -$43.7K | 0.38% | 56 |
|
|
2016
Q1 | $16.7M | Buy |
144,769
+1,375
| +1% | +$159K | 0.39% | 54 |
|
|
2015
Q4 | $15M | Sell |
143,394
-1,571
| -1% | -$164K | 0.37% | 55 |
|
|
2015
Q3 | $14M | Hold |
144,965
| – | – | 0.36% | 55 |
|
|
2015
Q2 | $14M | Sell |
144,965
-610
| -0.4% | -$59K | 0.36% | 55 |
|
|
2015
Q1 | $13.6M | Sell |
145,575
-4,293
| -3% | -$402K | 0.34% | 59 |
|
|
2014
Q4 | $13.4M | Sell |
149,868
-87,542
| -37% | -$7.82M | 0.34% | 60 |
|
|
2014
Q3 | $19.3M | Sell |
237,410
-69,551
| -23% | -$5.66M | 0.52% | 49 |
|
|
2014
Q2 | $24.8M | Sell |
306,961
-5,536
| -2% | -$448K | 0.67% | 40 |
|
|
2014
Q1 | $24.9M | Sell |
312,497
-3,540
| -1% | -$282K | 0.68% | 39 |
|
|
2013
Q4 | $26M | Sell |
316,037
-4,248
| -1% | -$349K | 0.72% | 41 |
|
|
2013
Q3 | $23.6M | Sell |
320,285
-262
| -0.1% | -$19.3K | 0.72% | 39 |
|
|
2013
Q2 | $23.1M | Buy |
+320,547
| New | +$23.1M | 0.72% | 42 |
|