SIA
Schechter Investment Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.71M | Sell |
8,680
-1,081
| -11% | -$337K | 0.22% | 89 |
|
|
2024
Q4 | $3.43M | Sell |
9,761
-1,323
| -12% | -$465K | 0.26% | 76 |
|
|
2024
Q3 | $3.92M | Buy |
11,084
+3
| +0% | +$1.06K | 0.29% | 68 |
|
|
2024
Q2 | $3.36M | Buy |
11,081
+594
| +6% | +$180K | 0.25% | 71 |
|
|
2024
Q1 | $3.63M | Sell |
10,487
-36
| -0.3% | -$12.5K | 0.27% | 67 |
|
|
2023
Q4 | $3.69M | Sell |
10,523
-90
| -0.8% | -$31.6K | 0.32% | 58 |
|
|
2023
Q3 | $3.26M | Sell |
10,613
-780
| -7% | -$240K | 0.32% | 53 |
|
|
2023
Q2 | $3.52M | Buy |
11,393
+562
| +5% | +$173K | 0.32% | 54 |
|
|
2023
Q1 | $3.1M | Sell |
10,831
-1,284
| -11% | -$367K | 0.29% | 62 |
|
|
2022
Q4 | $3.23M | Buy |
12,115
+686
| +6% | +$183K | 0.3% | 56 |
|
|
2022
Q3 | $2.94M | Hold |
11,429
| – | – | 0.29% | 51 |
|
|
2022
Q2 | $3.17M | Buy |
11,429
+871
| +8% | +$242K | 0.31% | 45 |
|
|
2022
Q1 | $3.56M | Sell |
10,558
-913
| -8% | -$308K | 0.33% | 43 |
|
|
2021
Q4 | $4.76M | Buy |
+11,471
| New | +$4.76M | 0.43% | 34 |
|