MCWS
McKinley Carter Wealth Services’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
11,980
-322
| -3% | -$96.2K | 0.2% | 83 |
|
|
2025
Q1 | $3.84M | Sell |
12,302
-1,513
| -11% | -$472K | 0.24% | 77 |
|
|
2024
Q4 | $4.86M | Sell |
13,815
-400
| -3% | -$141K | 0.3% | 71 |
|
|
2024
Q3 | $5.02M | Sell |
14,215
-310
| -2% | -$110K | 0.3% | 71 |
|
|
2024
Q2 | $4.41M | Sell |
14,525
-15,616
| -52% | -$4.74M | 0.28% | 75 |
|
|
2024
Q1 | $10.4M | Buy |
30,141
+937
| +3% | +$325K | 0.7% | 31 |
|
|
2023
Q4 | $10.2M | Buy |
29,204
+2,008
| +7% | +$705K | 0.75% | 32 |
|
|
2023
Q3 | $8.35M | Sell |
27,196
-373
| -1% | -$115K | 0.66% | 33 |
|
|
2023
Q2 | $8.51M | Sell |
27,569
-95
| -0.3% | -$29.3K | 0.64% | 31 |
|
|
2023
Q1 | $7.91M | Buy |
27,664
+34
| +0.1% | +$9.72K | 0.62% | 30 |
|
|
2022
Q4 | $7.37M | Sell |
27,630
-319
| -1% | -$85.1K | 0.62% | 35 |
|
|
2022
Q3 | $7.19M | Buy |
27,949
+261
| +0.9% | +$67.2K | 0.67% | 32 |
|
|
2022
Q2 | $7.69M | Buy |
27,688
+896
| +3% | +$249K | 0.68% | 32 |
|
|
2022
Q1 | $9.04M | Sell |
26,792
-18
| -0.1% | -$6.07K | 0.71% | 29 |
|
|
2021
Q4 | $11.1M | Sell |
26,810
-1,762
| -6% | -$730K | 0.83% | 25 |
|
|
2021
Q3 | $9.14M | Sell |
28,572
-664
| -2% | -$212K | 0.75% | 28 |
|
|
2021
Q2 | $8.62M | Buy |
29,236
+301
| +1% | +$88.7K | 0.71% | 26 |
|
|
2021
Q1 | $7.99M | Buy |
28,935
+464
| +2% | +$128K | 0.68% | 25 |
|
|
2020
Q4 | $7.44M | Buy |
28,471
+925
| +3% | +$242K | 0.97% | 19 |
|
|
2020
Q3 | $6.23M | Buy |
27,546
+1,392
| +5% | +$315K | 1.4% | 15 |
|
|
2020
Q2 | $5.62M | Buy |
26,154
+6,029
| +30% | +$1.29M | 1.38% | 14 |
|
|
2020
Q1 | $3.29M | Sell |
20,125
-500
| -2% | -$81.6K | 0.98% | 24 |
|
|
2019
Q4 | $4.34M | Buy |
20,625
+78
| +0.4% | +$16.4K | 1.02% | 20 |
|
|
2019
Q3 | $3.95M | Sell |
20,547
-89
| -0.4% | -$17.1K | 1.01% | 21 |
|
|
2019
Q2 | $3.81M | Sell |
20,636
-549
| -3% | -$101K | 1.03% | 22 |
|
|
2019
Q1 | $3.73M | Buy |
21,185
+1,547
| +8% | +$272K | 1.05% | 22 |
|
|
2018
Q4 | $2.77M | Sell |
19,638
-462
| -2% | -$65.1K | 0.91% | 31 |
|
|
2018
Q3 | $3.42M | Buy |
20,100
+229
| +1% | +$39K | 1.01% | 20 |
|
|
2018
Q2 | $3.25M | Buy |
19,871
+262
| +1% | +$42.9K | 1.05% | 17 |
|
|
2018
Q1 | $3.01M | Sell |
19,609
-224
| -1% | -$34.4K | 0.98% | 19 |
|
|
2017
Q4 | $3.04M | Sell |
19,833
-1,047
| -5% | -$160K | 1.04% | 18 |
|
|
2017
Q3 | $2.82M | Buy |
20,880
+142
| +0.7% | +$19.2K | 1.08% | 20 |
|
|
2017
Q2 | $2.57M | Buy |
20,738
+260
| +1% | +$32.2K | 1.13% | 23 |
|
|
2017
Q1 | $2.46M | Buy |
20,478
+639
| +3% | +$76.6K | 1.14% | 27 |
|
|
2016
Q4 | $2.32M | Buy |
19,839
+374
| +2% | +$43.8K | 1.17% | 25 |
|
|
2016
Q3 | $2.38M | Buy |
19,465
+15,732
| +421% | +$1.92M | 1.23% | 23 |
|
|
2016
Q2 | $423K | Sell |
3,733
-22
| -0.6% | -$2.49K | 0.22% | 79 |
|
|
2016
Q1 | $433K | Buy |
3,755
+72
| +2% | +$8.3K | 0.24% | 82 |
|
|
2015
Q4 | $385K | Buy |
3,683
+1
| +0% | +$105 | 0.22% | 80 |
|
|
2015
Q3 | $362K | Sell |
3,682
-383
| -9% | -$37.7K | 0.23% | 77 |
|
|
2015
Q2 | $393K | Sell |
4,065
-511
| -11% | -$49.4K | 0.21% | 85 |
|
|
2015
Q1 | $429K | Sell |
4,576
-227
| -5% | -$21.3K | 0.28% | 75 |
|
|
2014
Q4 | $429K | Sell |
4,803
-1,663
| -26% | -$149K | 0.34% | 63 |
|
|
2014
Q3 | $526K | Buy |
+6,466
| New | +$526K | 0.5% | 49 |
|
|
2014
Q2 | – | Sell |
-8,060
| Closed | -$643K | – | 92 |
|
|
2014
Q1 | $643K | Sell |
8,060
-9,256
| -53% | -$738K | 0.7% | 46 |
|
|
2013
Q4 | $1.42M | Sell |
17,316
-6,400
| -27% | -$526K | 1.39% | 20 |
|
|
2013
Q3 | $1.75M | Buy |
23,716
+68
| +0.3% | +$5.01K | 2.07% | 19 |
|
|
2013
Q2 | $1.7M | Buy |
+23,648
| New | +$1.7M | 2.57% | 15 |
|