OFS
OneAscent Financial Services’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
671
-65
| -9% | -$19.6K | 0.01% | 511 |
|
|
2025
Q1 | $230K | Buy |
736
+17
| +2% | +$5.31K | 0.02% | 451 |
|
|
2024
Q4 | $253K | Buy |
719
+14
| +2% | +$4.93K | 0.02% | 393 |
|
|
2024
Q3 | $249K | Sell |
705
-108
| -13% | -$38.1K | 0.18% | 149 |
|
|
2024
Q2 | $247K | Sell |
813
-375
| -32% | -$114K | 0.03% | 209 |
|
|
2024
Q1 | $412K | Sell |
1,188
-20
| -2% | -$6.94K | 0.05% | 232 |
|
|
2023
Q4 | $424K | Sell |
1,208
-158
| -12% | -$55.5K | 0.05% | 213 |
|
|
2023
Q3 | $419K | Buy |
1,366
+351
| +35% | +$108K | 0.11% | 140 |
|
|
2023
Q2 | $313K | Buy |
+1,015
| New | +$313K | 0.14% | 80 |
|
|
2022
Q1 | – | Sell |
-1,025
| Closed | -$425K | – | 146 |
|
|
2021
Q4 | $425K | Sell |
1,025
-680
| -40% | -$282K | 0.81% | 37 |
|
|
2021
Q3 | $545K | Buy |
+1,705
| New | +$545K | 0.73% | 18 |
|
|
2021
Q1 | $884K | Buy |
3,200
+2,149
| +204% | +$594K | 0.87% | 12 |
|
|
2020
Q4 | $275K | Sell |
1,051
-1,940
| -65% | -$508K | 0.29% | 83 |
|
|
2020
Q3 | $676K | Buy |
2,991
+130
| +5% | +$29.4K | 0.35% | 47 |
|
|
2020
Q2 | $614K | Buy |
2,861
+178
| +7% | +$38.2K | 0.41% | 39 |
|
|
2020
Q1 | $438K | Buy |
2,683
+83
| +3% | +$13.6K | 0.33% | 49 |
|
|
2019
Q4 | $547K | Buy |
+2,600
| New | +$547K | 0.3% | 53 |
|
|
2019
Q3 | – | Sell |
-2,463
| Closed | -$455K | – | 21 |
|
|
2019
Q2 | $455K | Buy |
+2,463
| New | +$455K | 0.31% | 56 |
|