Modera Wealth Management’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.13M Sell
7,132
-71
-1% -$21.2K 0.03% 254
2025
Q1
$2.25M Sell
7,203
-295
-4% -$92K 0.03% 235
2024
Q4
$2.64M Buy
7,498
+1,092
+17% +$384K 0.03% 227
2024
Q3
$2.26M Buy
6,406
+343
+6% +$121K 0.03% 225
2024
Q2
$1.84M Buy
6,063
+171
+3% +$51.9K 0.03% 228
2024
Q1
$2.04M Buy
5,892
+94
+2% +$32.6K 0.03% 223
2023
Q4
$2.03M Sell
5,798
-305
-5% -$107K 0.03% 219
2023
Q3
$1.87M Buy
6,103
+242
+4% +$74.3K 0.04% 221
2023
Q2
$1.81M Buy
5,861
+1,891
+48% +$584K 0.03% 233
2023
Q1
$1.13M Buy
3,970
+346
+10% +$98.9K 0.04% 146
2022
Q4
$967K Sell
3,624
-297
-8% -$79.2K 0.04% 156
2022
Q3
$1.01M Sell
3,921
-377
-9% -$97K 0.05% 135
2022
Q2
$1.19M Sell
4,298
-226
-5% -$62.7K 0.06% 130
2022
Q1
$1.53M Sell
4,524
-4,588
-50% -$1.55M 0.07% 121
2021
Q4
$3.78M Buy
9,112
+5,585
+158% +$2.32M 0.14% 72
2021
Q3
$1.13M Sell
3,527
-22
-0.6% -$7.04K 0.06% 97
2021
Q2
$1.05M Buy
3,549
+14
+0.4% +$4.13K 0.06% 101
2021
Q1
$976K Sell
3,535
-1
-0% -$276 0.06% 95
2020
Q4
$923K Buy
3,536
+62
+2% +$16.2K 0.07% 99
2020
Q3
$785K Sell
3,474
-18
-0.5% -$4.07K 0.12% 64
2020
Q2
$750K Sell
3,492
-97
-3% -$20.8K 0.12% 65
2020
Q1
$586K Sell
3,589
-14
-0.4% -$2.29K 0.12% 72
2019
Q4
$759K Sell
3,603
-109
-3% -$23K 0.12% 61
2019
Q3
$714K Sell
3,712
-179
-5% -$34.4K 0.12% 60
2019
Q2
$719K Buy
3,891
+57
+1% +$10.5K 0.13% 58
2019
Q1
$675K Buy
3,834
+70
+2% +$12.3K 0.13% 60
2018
Q4
$531K Sell
3,764
-108
-3% -$15.2K 0.1% 69
2018
Q3
$659K Buy
3,872
+343
+10% +$58.4K 0.13% 62
2018
Q2
$577K Buy
3,529
+1
+0% +$164 0.12% 65
2018
Q1
$542K Sell
3,528
-190
-5% -$29.2K 0.11% 64
2017
Q4
$569K Sell
3,718
-1,605
-30% -$246K 0.12% 65
2017
Q3
$719K Sell
5,323
-71
-1% -$9.59K 0.16% 55
2017
Q2
$667K Sell
5,394
-1,159
-18% -$143K 0.16% 55
2017
Q1
$786K Sell
6,553
-137
-2% -$16.4K 0.2% 47
2016
Q4
$784K Buy
6,690
+63
+1% +$7.38K 0.26% 43
2016
Q3
$810K Buy
6,627
+1,620
+32% +$198K 0.27% 41
2016
Q2
$567K Sell
5,007
-1,625
-25% -$184K 0.2% 47
2016
Q1
$765K Buy
+6,632
New +$765K 0.27% 42