RSWM
Robertson Stephens Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
4,316
-1,124
| -21% | -$336K | 0.04% | 235 |
|
|
2025
Q1 | $1.7M | Buy |
5,440
+3,198
| +143% | +$998K | 0.06% | 205 |
|
|
2024
Q4 | $789K | Sell |
2,242
-825
| -27% | -$290K | 0.03% | 281 |
|
|
2024
Q3 | $1.08M | Buy |
3,067
+765
| +33% | +$270K | 0.04% | 266 |
|
|
2024
Q2 | $699K | Sell |
2,302
-92
| -4% | -$27.9K | 0.04% | 276 |
|
|
2024
Q1 | $830K | Buy |
2,394
+427
| +22% | +$148K | 0.04% | 261 |
|
|
2023
Q4 | $690K | Buy |
1,967
+70
| +4% | +$24.6K | 0.04% | 263 |
|
|
2023
Q3 | $582K | Sell |
1,897
-16
| -0.8% | -$4.91K | 0.04% | 284 |
|
|
2023
Q2 | $590K | Sell |
1,913
-126
| -6% | -$38.9K | 0.04% | 258 |
|
|
2023
Q1 | $583K | Buy |
2,039
+158
| +8% | +$45.2K | 0.04% | 273 |
|
|
2022
Q4 | $502K | Buy |
1,881
+4
| +0.2% | +$1.07K | 0.05% | 261 |
|
|
2022
Q3 | $483K | Sell |
1,877
-1,152
| -38% | -$296K | 0.05% | 222 |
|
|
2022
Q2 | $841K | Sell |
3,029
-136
| -4% | -$37.8K | 0.08% | 174 |
|
|
2022
Q1 | $1.07M | Buy |
3,165
+321
| +11% | +$108K | 0.09% | 172 |
|
|
2021
Q4 | $1.18M | Buy |
2,844
+1,069
| +60% | +$443K | 0.1% | 166 |
|
|
2021
Q3 | $568K | Buy |
1,775
+44
| +3% | +$14.1K | 0.06% | 187 |
|
|
2021
Q2 | $510K | Buy |
1,731
+63
| +4% | +$18.6K | 0.06% | 207 |
|
|
2021
Q1 | $460K | Buy |
1,668
+291
| +21% | +$80.3K | 0.07% | 184 |
|
|
2020
Q4 | $359K | Sell |
1,377
-1,646
| -54% | -$429K | 0.08% | 167 |
|
|
2020
Q3 | $683K | Buy |
3,023
+1,968
| +187% | +$445K | 0.17% | 112 |
|
|
2020
Q2 | $226K | Buy |
+1,055
| New | +$226K | 0.07% | 167 |
|