SageView Advisory Group’s Accenture ACN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$705K Sell
2,544
-192
-7% -$53.2K 0.03% 303
2025
Q1
$854K Buy
2,736
+307
+13% +$95.8K 0.04% 251
2024
Q4
$855K Buy
2,429
+780
+47% +$274K 0.04% 246
2024
Q3
$583K Sell
1,649
-1,594
-49% -$564K 0.03% 273
2024
Q2
$984K Buy
3,243
+1,362
+72% +$413K 0.05% 223
2024
Q1
$652K Sell
1,881
-1,276
-40% -$442K 0.03% 269
2023
Q4
$1.17M Sell
3,157
-1,483
-32% -$551K 0.05% 230
2023
Q3
$1.43M Sell
4,640
-12
-0.3% -$3.69K 0.08% 158
2023
Q2
$1.44M Buy
4,652
+154
+3% +$47.5K 0.08% 170
2023
Q1
$1.29M Buy
+4,498
New +$1.29M 0.08% 170