OneDigital Investment Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.58M | Sell |
7,962
-27
| -0.3% | -$6.29K | 0.02% | 548 |
|
|
2025
Q4 | $2.14M | Buy |
7,989
+320
| +4% | +$81.3K | 0.02% | 441 |
|
|
2025
Q3 | $1.89M | Sell |
7,669
-1,454
| -16% | -$379K | 0.02% | 454 |
|
|
2025
Q2 | $2.73M | Sell |
9,123
-232
| -2% | -$70.7K | 0.03% | 349 |
|
|
2025
Q1 | $2.92M | Sell |
9,355
-383
| -4% | -$135K | 0.03% | 316 |
|
|
2024
Q4 | $3.43M | Buy |
9,738
+451
| +5% | +$162K | 0.04% | 309 |
|
|
2024
Q3 | $3.28M | Sell |
9,287
-459
| -5% | -$151K | 0.04% | 322 |
|
|
2024
Q2 | $2.96M | Buy |
9,746
+2,575
| +36% | +$789K | 0.04% | 332 |
|
|
2024
Q1 | $2.49M | Sell |
7,171
-5,575
| -44% | -$2.03M | 0.04% | 288 |
|
|
2023
Q4 | $4.47M | Buy |
12,746
+4,689
| +58% | +$1.51M | 0.08% | 201 |
|
|
2023
Q3 | $2.47M | Buy |
8,057
+3,054
| +61% | +$962K | 0.05% | 239 |
|
|
2023
Q2 | $1.54M | Sell |
5,003
-123
| -2% | -$35.7K | 0.03% | 322 |
|
|
2023
Q1 | $1.47M | Buy |
5,126
+1,437
| +39% | +$392K | 0.03% | 327 |
|
|
2022
Q4 | $984K | Sell |
3,689
-282
| -7% | -$78K | 0.03% | 360 |
|
|
2022
Q3 | $1.02M | Sell |
3,971
-501
| -11% | -$145K | 0.04% | 286 |
|
|
2022
Q2 | $1.24M | Buy |
4,472
+330
| +8% | +$99.2K | 0.05% | 220 |
|
|
2022
Q1 | $1.4M | Buy |
4,142
+427
| +11% | +$144K | 0.05% | 208 |
|
|
2021
Q4 | $1.54M | Buy |
3,715
+159
| +4% | +$57.9K | 0.06% | 207 |
|
|
2021
Q3 | $1.14M | Buy |
3,556
+136
| +4% | +$44.2K | 0.05% | 238 |
|
|
2021
Q2 | $1.01M | Buy |
3,420
+1,787
| +109% | +$512K | 0.04% | 249 |
|
|
2021
Q1 | $451K | Sell |
1,633
-307
| -16% | -$79.4K | 0.02% | 402 |
|
|
2020
Q4 | $507K | Buy |
1,940
+468
| +32% | +$112K | 0.03% | 352 |
|
|
2020
Q3 | $333K | Buy |
1,472
+18
| +1% | +$4.12K | 0.02% | 398 |
|
|
2020
Q2 | $312K | Buy |
1,454
+29
| +2% | +$5.49K | 0.02% | 434 |
|
|
2020
Q1 | $233K | Buy |
1,425
+200
| +16% | +$38.5K | 0.02% | 436 |
|
|
2019
Q4 | $258K | Sell |
1,225
-68
| -5% | -$13.3K | 0.02% | 455 |
|
|
2019
Q3 | $249K | Buy |
1,293
+1,226
| +1,830% | +$237K | 0.02% | 433 |
|
|
2019
Q2 | $12K | Hold |
67
| – | – | ﹤0.01% | 906 |
|
|
2019
Q1 | $12K | Hold |
67
| – | – | ﹤0.01% | 838 |
|
|
2018
Q4 | $9K | Buy |
+67
| New | +$10.6K | ﹤0.01% | 863 |
|
|
2018
Q3 | – | Sell |
-75
| Closed | -$12K | – | 1039 |
|
|
2018
Q2 | $12K | Sell |
75
-15
| -17% | -$2.33K | ﹤0.01% | 981 |
|
|
2018
Q1 | $14K | Sell |
90
-16
| -15% | -$2.54K | ﹤0.01% | 937 |
|
|
2017
Q4 | $16K | Hold |
106
| – | – | ﹤0.01% | 865 |
|
|
2017
Q3 | $14K | Hold |
106
| – | – | 0.01% | 744 |
|
|
2017
Q2 | $13K | Buy |
+106
| New | +$12.9K | ﹤0.01% | 877 |
|
Other funds holding ACN
VCM
VPM
