SHFA
SC&H Financial Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
975
| – | – | 0.05% | 116 |
|
|
2025
Q1 | $304K | Sell |
975
-657
| -40% | -$205K | 0.06% | 114 |
|
|
2024
Q4 | $574K | Buy |
1,632
+657
| +67% | +$231K | 0.12% | 87 |
|
|
2024
Q3 | $345K | Hold |
975
| – | – | 0.08% | 111 |
|
|
2024
Q2 | $296K | Hold |
975
| – | – | 0.07% | 117 |
|
|
2024
Q1 | $338K | Hold |
975
| – | – | 0.09% | 105 |
|
|
2023
Q4 | $342K | Hold |
975
| – | – | 0.1% | 105 |
|
|
2023
Q3 | $299K | Hold |
975
| – | – | 0.1% | 110 |
|
|
2023
Q2 | $301K | Sell |
975
-2
| -0.2% | -$617 | 0.1% | 112 |
|
|
2023
Q1 | $279K | Buy |
977
+19
| +2% | +$5.43K | 0.1% | 113 |
|
|
2022
Q4 | $256K | Buy |
958
+8
| +0.8% | +$2.14K | 0.11% | 113 |
|
|
2022
Q3 | $244K | Hold |
950
| – | – | 0.12% | 114 |
|
|
2022
Q2 | $264K | Sell |
950
-229
| -19% | -$63.6K | 0.12% | 121 |
|
|
2022
Q1 | $398K | Sell |
1,179
-345
| -23% | -$116K | 0.19% | 103 |
|
|
2021
Q4 | $632K | Buy |
+1,524
| New | +$632K | 0.35% | 64 |
|