NCM
Neumann Capital Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
7,172
+50
| +0.7% | +$14.9K | 0.67% | 38 |
|
|
2025
Q1 | $2.22M | Hold |
7,122
| – | – | 0.77% | 35 |
|
|
2024
Q4 | $2.51M | Buy |
7,122
+100
| +1% | +$35.2K | 0.83% | 32 |
|
|
2024
Q3 | $2.48M | Hold |
7,022
| – | – | 0.83% | 32 |
|
|
2024
Q2 | $2.13M | Hold |
7,022
| – | – | 0.73% | 36 |
|
|
2024
Q1 | $2.43M | Sell |
7,022
-230
| -3% | -$79.7K | 0.87% | 33 |
|
|
2023
Q4 | $2.54M | Sell |
7,252
-58
| -0.8% | -$20.4K | 1.01% | 31 |
|
|
2023
Q3 | $2.24M | Hold |
7,310
| – | – | 0.98% | 29 |
|
|
2023
Q2 | $2.26M | Hold |
7,310
| – | – | 0.93% | 30 |
|
|
2023
Q1 | $2.09M | Sell |
7,310
-50
| -0.7% | -$14.3K | 0.92% | 30 |
|
|
2022
Q4 | $1.96M | Sell |
7,360
-15
| -0.2% | -$4K | 0.92% | 33 |
|
|
2022
Q3 | $1.9M | Sell |
7,375
-100
| -1% | -$25.7K | 0.98% | 31 |
|
|
2022
Q2 | $2.08M | Sell |
7,475
-300
| -4% | -$83.3K | 1.05% | 30 |
|
|
2022
Q1 | $2.62M | Sell |
7,775
-50
| -0.6% | -$16.9K | 1.11% | 26 |
|
|
2021
Q4 | $3.24M | Sell |
7,825
-70
| -0.9% | -$29K | 1.32% | 22 |
|
|
2021
Q3 | $2.53M | Buy |
7,895
+60
| +0.8% | +$19.2K | 1.13% | 28 |
|
|
2021
Q2 | $2.31M | Sell |
7,835
-100
| -1% | -$29.5K | 1.04% | 32 |
|
|
2021
Q1 | $2.19M | Hold |
7,935
| – | – | 1.04% | 31 |
|
|
2020
Q4 | $2.07M | Hold |
7,935
| – | – | 1.05% | 29 |
|
|
2020
Q3 | $1.79M | Sell |
7,935
-250
| -3% | -$56.5K | 1.03% | 30 |
|
|
2020
Q2 | $1.76M | Sell |
8,185
-100
| -1% | -$21.5K | 1.08% | 27 |
|
|
2020
Q1 | $1.35M | Hold |
8,285
| – | – | 0.98% | 33 |
|
|
2019
Q4 | $1.75M | Sell |
8,285
-50
| -0.6% | -$10.5K | 1.01% | 32 |
|
|
2019
Q3 | $1.6M | Hold |
8,335
| – | – | 0.99% | 32 |
|
|
2019
Q2 | $1.54M | Hold |
8,335
| – | – | 0.96% | 35 |
|
|
2019
Q1 | $1.47M | Sell |
8,335
-250
| -3% | -$44K | 0.94% | 36 |
|
|
2018
Q4 | $1.21M | Sell |
8,585
-350
| -4% | -$49.4K | 0.91% | 37 |
|
|
2018
Q3 | $1.52M | Sell |
8,935
-250
| -3% | -$42.6K | 0.9% | 37 |
|
|
2018
Q2 | $1.5M | Sell |
9,185
-1,200
| -12% | -$196K | 0.94% | 37 |
|
|
2018
Q1 | $1.59M | Sell |
10,385
-500
| -5% | -$76.7K | 1.01% | 33 |
|
|
2017
Q4 | $1.67M | Hold |
10,885
| – | – | 1.02% | 35 |
|
|
2017
Q3 | $1.47M | Hold |
10,885
| – | – | 0.91% | 38 |
|
|
2017
Q2 | $1.35M | Hold |
10,885
| – | – | 0.87% | 39 |
|
|
2017
Q1 | $1.31M | Sell |
10,885
-3,200
| -23% | -$384K | 0.85% | 40 |
|
|
2016
Q4 | $1.65M | Sell |
14,085
-250
| -2% | -$29.3K | 1.06% | 35 |
|
|
2016
Q3 | $1.75M | Hold |
14,335
| – | – | 1.16% | 32 |
|
|
2016
Q2 | $1.62M | Hold |
14,335
| – | – | 1.08% | 34 |
|
|
2016
Q1 | $1.65M | Hold |
14,335
| – | – | 1.09% | 33 |
|
|
2015
Q4 | $1.5M | Hold |
14,335
| – | – | 1.04% | 36 |
|
|
2015
Q3 | $1.41M | Buy |
14,335
+760
| +6% | +$74.7K | 1% | 37 |
|
|
2015
Q2 | $1.31M | Hold |
13,575
| – | – | 0.84% | 41 |
|
|
2015
Q1 | $1.27M | Hold |
13,575
| – | – | 0.81% | 41 |
|
|
2014
Q4 | $1.21M | Buy |
+13,575
| New | +$1.21M | 0.79% | 42 |
|