SMA
Sage Mountain Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
4,908
+203
| +4% | +$60.7K | 0.1% | 101 |
|
|
2025
Q1 | $1.47M | Sell |
4,705
-1,629
| -26% | -$508K | 0.11% | 85 |
|
|
2024
Q4 | $2.23M | Buy |
6,334
+1,971
| +45% | +$693K | 0.16% | 72 |
|
|
2024
Q3 | $1.54M | Buy |
4,363
+439
| +11% | +$155K | 0.13% | 78 |
|
|
2024
Q2 | $1.19M | Buy |
3,924
+326
| +9% | +$98.9K | 0.11% | 88 |
|
|
2024
Q1 | $1.25M | Sell |
3,598
-148
| -4% | -$51.3K | 0.13% | 79 |
|
|
2023
Q4 | $1.31M | Buy |
3,746
+216
| +6% | +$75.8K | 0.15% | 68 |
|
|
2023
Q3 | $1.08M | Buy |
3,530
+401
| +13% | +$123K | 0.15% | 69 |
|
|
2023
Q2 | $966K | Buy |
3,129
+418
| +15% | +$129K | 0.14% | 72 |
|
|
2023
Q1 | $775K | Buy |
2,711
+1,223
| +82% | +$350K | 0.12% | 73 |
|
|
2022
Q4 | $397K | Buy |
1,488
+331
| +29% | +$88.3K | 0.09% | 85 |
|
|
2022
Q3 | $298K | Sell |
1,157
-118
| -9% | -$30.4K | 0.08% | 112 |
|
|
2022
Q2 | $354K | Buy |
1,275
+21
| +2% | +$5.83K | 0.06% | 290 |
|
|
2022
Q1 | $423K | Sell |
1,254
-3,925
| -76% | -$1.32M | 0.07% | 294 |
|
|
2021
Q4 | $2.15M | Buy |
5,179
+4,135
| +396% | +$1.71M | 0.26% | 50 |
|
|
2021
Q3 | $334K | Buy |
1,044
+18
| +2% | +$5.76K | 0.05% | 332 |
|
|
2021
Q2 | $302K | Buy |
1,026
+169
| +20% | +$49.7K | 0.05% | 316 |
|
|
2021
Q1 | $237K | Buy |
857
+69
| +9% | +$19.1K | 0.05% | 272 |
|
|
2020
Q4 | $206K | Buy |
+788
| New | +$206K | 0.07% | 170 |
|