MYIA
Mount Yale Investment Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
15,475
+625
| +4% | +$187K | 0.36% | 50 |
|
|
2025
Q1 | $4.63M | Buy |
14,850
+1,853
| +14% | +$578K | 0.4% | 41 |
|
|
2024
Q4 | $4.57M | Sell |
12,997
-3,405
| -21% | -$1.2M | 0.37% | 50 |
|
|
2024
Q3 | $5.8M | Sell |
16,402
-3,875
| -19% | -$1.37M | 0.56% | 31 |
|
|
2024
Q2 | $6.15M | Buy |
20,277
+5,013
| +33% | +$1.52M | 0.49% | 32 |
|
|
2024
Q1 | $5.29M | Sell |
15,264
-352
| -2% | -$122K | 0.41% | 48 |
|
|
2023
Q4 | $5.48M | Buy |
15,616
+384
| +3% | +$135K | 0.52% | 34 |
|
|
2023
Q3 | $4.68M | Buy |
15,232
+1,766
| +13% | +$542K | 0.51% | 39 |
|
|
2023
Q2 | $4.16M | Sell |
13,466
-1,657
| -11% | -$511K | 0.44% | 50 |
|
|
2023
Q1 | $4.32M | Sell |
15,123
-2,615
| -15% | -$747K | 0.49% | 46 |
|
|
2022
Q4 | $4.73M | Sell |
17,738
-1,736
| -9% | -$463K | 0.54% | 48 |
|
|
2022
Q3 | $5.01M | Buy |
19,474
+2,274
| +13% | +$585K | 0.67% | 33 |
|
|
2022
Q2 | $4.78M | Buy |
17,200
+2,270
| +15% | +$630K | 0.6% | 36 |
|
|
2022
Q1 | $5.04M | Sell |
14,930
-115
| -0.8% | -$38.8K | 0.55% | 42 |
|
|
2021
Q4 | $6.24M | Sell |
15,045
-408
| -3% | -$169K | 0.65% | 29 |
|
|
2021
Q3 | $4.94M | Buy |
15,453
+53
| +0.3% | +$17K | 0.57% | 44 |
|
|
2021
Q2 | $4.54M | Sell |
15,400
-3,646
| -19% | -$1.07M | 0.55% | 44 |
|
|
2021
Q1 | $5.26M | Buy |
19,046
+602
| +3% | +$166K | 0.69% | 35 |
|
|
2020
Q4 | $4.82M | Buy |
18,444
+67
| +0.4% | +$17.5K | 0.68% | 37 |
|
|
2020
Q3 | $4.15M | Buy |
18,377
+965
| +6% | +$218K | 0.59% | 39 |
|
|
2020
Q2 | $3.74M | Buy |
17,412
+100
| +0.6% | +$21.5K | 0.67% | 40 |
|
|
2020
Q1 | $2.83M | Sell |
17,312
-162
| -0.9% | -$26.4K | 0.64% | 38 |
|
|
2019
Q4 | $3.59M | Sell |
17,474
-310
| -2% | -$63.6K | 0.62% | 39 |
|
|
2019
Q3 | $3.4M | Sell |
17,784
-768
| -4% | -$147K | 0.61% | 40 |
|
|
2019
Q2 | $3.5M | Sell |
18,552
-1,068
| -5% | -$202K | 0.65% | 38 |
|
|
2019
Q1 | $3.45M | Sell |
19,620
-330
| -2% | -$58.1K | 0.65% | 36 |
|
|
2018
Q4 | $3.1M | Sell |
19,950
-1,097
| -5% | -$170K | 0.63% | 34 |
|
|
2018
Q3 | $3.45M | Buy |
21,047
+405
| +2% | +$66.4K | 0.6% | 36 |
|
|
2018
Q2 | $3.38M | Sell |
20,642
-1,241
| -6% | -$203K | 0.64% | 37 |
|
|
2018
Q1 | $3.36M | Buy |
+21,883
| New | +$3.36M | 0.72% | 32 |
|