MGIA
Moneta Group Investment Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
13,546
+8,265
| +157% | +$2.47M | 0.05% | 151 |
|
|
2025
Q1 | $1.65M | Sell |
5,281
-458
| -8% | -$143K | 0.02% | 229 |
|
|
2024
Q4 | $2.02M | Sell |
5,739
-259
| -4% | -$91.1K | 0.03% | 207 |
|
|
2024
Q3 | $2.12M | Sell |
5,998
-892
| -13% | -$315K | 0.03% | 192 |
|
|
2024
Q2 | $2.09M | Buy |
6,890
+294
| +4% | +$89.2K | 0.03% | 185 |
|
|
2024
Q1 | $2.29M | Buy |
6,596
+870
| +15% | +$302K | 0.04% | 181 |
|
|
2023
Q4 | $2.01M | Buy |
5,726
+181
| +3% | +$63.5K | 0.04% | 172 |
|
|
2023
Q3 | $1.7M | Buy |
5,545
+180
| +3% | +$55.3K | 0.04% | 174 |
|
|
2023
Q2 | $1.66M | Sell |
5,365
-2,140
| -29% | -$660K | 0.04% | 183 |
|
|
2023
Q1 | $2.14M | Buy |
7,505
+3,921
| +109% | +$1.12M | 0.05% | 152 |
|
|
2022
Q4 | $1M | Sell |
3,584
-404
| -10% | -$113K | 0.03% | 206 |
|
|
2022
Q3 | $1.03M | Sell |
3,988
-266
| -6% | -$68.4K | 0.04% | 185 |
|
|
2022
Q2 | $1.18M | Buy |
4,254
+1,419
| +50% | +$394K | 0.04% | 187 |
|
|
2022
Q1 | $956K | Sell |
2,835
-1,049
| -27% | -$354K | 0.04% | 210 |
|
|
2021
Q4 | $1.61M | Buy |
3,884
+142
| +4% | +$58.9K | 0.07% | 156 |
|
|
2021
Q3 | $1.2M | Buy |
3,742
+4
| +0.1% | +$1.28K | 0.06% | 173 |
|
|
2021
Q2 | $1.1M | Buy |
3,738
+28
| +0.8% | +$8.26K | 0.05% | 188 |
|
|
2021
Q1 | $1.03M | Buy |
3,710
+2,420
| +188% | +$669K | 0.05% | 175 |
|
|
2020
Q4 | $337K | Buy |
1,290
+277
| +27% | +$72.4K | 0.02% | 238 |
|
|
2020
Q3 | $229K | Buy |
+1,013
| New | +$229K | 0.02% | 243 |
|
|
2020
Q1 | – | Sell |
-1,976
| Closed | -$416K | – | 234 |
|
|
2019
Q4 | $416K | Hold |
1,976
| – | – | 0.03% | 179 |
|
|
2019
Q3 | $380K | Buy |
+1,976
| New | +$380K | 0.04% | 188 |
|
|
2018
Q3 | – | Sell |
-1,398
| Closed | -$229K | – | 235 |
|
|
2018
Q2 | $229K | Buy |
+1,398
| New | +$229K | 0.03% | 235 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | -$1K | – | 591 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 393 |
|