MWAC
Mariner Wealth Advisors (Cincinnati)’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $662K | Buy |
3,888
+53
| +1% | +$9.02K | 0.04% | 164 |
|
|
2018
Q2 | $627K | Sell |
3,835
-1,044
| -21% | -$171K | 0.04% | 161 |
|
|
2018
Q1 | $749K | Buy |
4,879
+965
| +25% | +$148K | 0.05% | 147 |
|
|
2017
Q4 | $599K | Sell |
3,914
-492
| -11% | -$75.3K | 0.04% | 159 |
|
|
2017
Q3 | $595K | Buy |
4,406
+341
| +8% | +$46.1K | 0.04% | 151 |
|
|
2017
Q2 | $503K | Sell |
4,065
-73
| -2% | -$9.03K | 0.04% | 167 |
|
|
2017
Q1 | $496K | Buy |
4,138
+260
| +7% | +$31.2K | 0.04% | 167 |
|
|
2016
Q4 | $454K | Sell |
3,878
-283
| -7% | -$33.1K | 0.04% | 169 |
|
|
2016
Q3 | $508K | Sell |
4,161
-697
| -14% | -$85.1K | 0.04% | 161 |
|
|
2016
Q2 | $550K | Buy |
4,858
+67
| +1% | +$7.59K | 0.05% | 155 |
|
|
2016
Q1 | $553K | Buy |
4,791
+160
| +3% | +$18.5K | 0.05% | 141 |
|
|
2015
Q4 | $484K | Buy |
+4,631
| New | +$484K | 0.05% | 151 |
|
|
2015
Q1 | $411K | Sell |
4,382
-207
| -5% | -$19.4K | 0.06% | 121 |
|
|
2014
Q4 | $410K | Sell |
4,589
-134,259
| -97% | -$12M | 0.06% | 127 |
|
|
2014
Q3 | $11.3M | Sell |
138,848
-15,748
| -10% | -$1.28M | 1.81% | 29 |
|
|
2014
Q2 | $12.5M | Buy |
154,596
+6,834
| +5% | +$552K | 1.97% | 29 |
|
|
2014
Q1 | $11.8M | Buy |
147,762
+4,804
| +3% | +$383K | 1.91% | 28 |
|
|
2013
Q4 | $11.8M | Buy |
142,958
+3,388
| +2% | +$279K | 1.94% | 26 |
|
|
2013
Q3 | $10.3M | Buy |
139,570
+9,289
| +7% | +$684K | 1.91% | 29 |
|
|
2013
Q2 | $9.38M | Buy |
+130,281
| New | +$9.38M | 1.86% | 28 |
|