PAM
Peak Asset Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
8,839
+1,972
| +29% | +$589K | 0.48% | 43 |
|
|
2025
Q1 | $2.14M | Buy |
6,867
+262
| +4% | +$81.8K | 0.41% | 47 |
|
|
2024
Q4 | $2.32M | Buy |
6,605
+32
| +0.5% | +$11.3K | 0.43% | 47 |
|
|
2024
Q3 | $2.32M | Buy |
6,573
+2,465
| +60% | +$871K | 0.44% | 45 |
|
|
2024
Q2 | $1.25M | Buy |
4,108
+1,847
| +82% | +$560K | 0.24% | 69 |
|
|
2024
Q1 | $784K | Sell |
2,261
-30
| -1% | -$10.4K | 0.16% | 83 |
|
|
2023
Q4 | $804K | Buy |
2,291
+12
| +0.5% | +$4.21K | 0.18% | 78 |
|
|
2023
Q3 | $700K | Sell |
2,279
-694
| -23% | -$213K | 0.17% | 82 |
|
|
2023
Q2 | $917K | Hold |
2,973
| – | – | 0.21% | 75 |
|
|
2023
Q1 | $850K | Hold |
2,973
| – | – | 0.21% | 77 |
|
|
2022
Q4 | $793K | Hold |
2,973
| – | – | 0.21% | 73 |
|
|
2022
Q3 | $765K | Buy |
2,973
+27
| +0.9% | +$6.95K | 0.22% | 72 |
|
|
2022
Q2 | $818K | Hold |
2,946
| – | – | 0.22% | 76 |
|
|
2022
Q1 | $993K | Hold |
2,946
| – | – | 0.23% | 69 |
|
|
2021
Q4 | $1.22M | Sell |
2,946
-77
| -3% | -$31.9K | 0.28% | 60 |
|
|
2021
Q3 | $967K | Sell |
3,023
-40
| -1% | -$12.8K | 0.24% | 69 |
|
|
2021
Q2 | $903K | Hold |
3,063
| – | – | 0.22% | 70 |
|
|
2021
Q1 | $846K | Hold |
3,063
| – | – | 0.2% | 78 |
|
|
2020
Q4 | $800K | Buy |
3,063
+113
| +4% | +$29.5K | 0.21% | 71 |
|
|
2020
Q3 | $667K | Hold |
2,950
| – | – | 0.2% | 70 |
|
|
2020
Q2 | $633K | Buy |
2,950
+367
| +14% | +$78.7K | 0.2% | 66 |
|
|
2020
Q1 | $422K | Buy |
+2,583
| New | +$422K | 0.16% | 73 |
|
|
2019
Q3 | – | Sell |
-1,639
| Closed | -$303K | – | 122 |
|
|
2019
Q2 | $303K | Buy |
1,639
+44
| +3% | +$8.13K | 0.1% | 101 |
|
|
2019
Q1 | $281K | Hold |
1,595
| – | – | 0.1% | 104 |
|
|
2018
Q4 | $225K | Buy |
1,595
+106
| +7% | +$15K | 0.08% | 114 |
|
|
2018
Q3 | $253K | Hold |
1,489
| – | – | 0.09% | 113 |
|
|
2018
Q2 | $244K | Sell |
1,489
-50
| -3% | -$8.19K | 0.09% | 110 |
|
|
2018
Q1 | $236K | Sell |
1,539
-200
| -12% | -$30.7K | 0.09% | 110 |
|
|
2017
Q4 | $266K | Sell |
1,739
-150
| -8% | -$22.9K | 0.1% | 108 |
|
|
2017
Q3 | $255K | Hold |
1,889
| – | – | 0.09% | 119 |
|
|
2017
Q2 | $234K | Sell |
1,889
-250
| -12% | -$31K | 0.09% | 129 |
|
|
2017
Q1 | $256K | Hold |
2,139
| – | – | 0.1% | 125 |
|
|
2016
Q4 | $251K | Sell |
2,139
-62
| -3% | -$7.28K | 0.1% | 126 |
|
|
2016
Q3 | $269K | Buy |
2,201
+225
| +11% | +$27.5K | 0.11% | 114 |
|
|
2016
Q2 | $224K | Buy |
+1,976
| New | +$224K | 0.1% | 118 |
|