Security National Bank’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.67M Sell
15,624
-636
-4% -$190K 0.81% 35
2025
Q1
$5.07M Sell
16,260
-117
-0.7% -$36.5K 0.96% 25
2024
Q4
$5.76M Sell
16,377
-811
-5% -$285K 0.82% 29
2024
Q3
$6.08M Buy
17,188
+696
+4% +$246K 0.83% 33
2024
Q2
$5M Buy
16,492
+2,609
+19% +$792K 0.73% 34
2024
Q1
$4.81M Buy
13,883
+3,157
+29% +$1.09M 0.73% 34
2023
Q4
$3.76M Sell
10,726
-343
-3% -$120K 0.85% 38
2023
Q3
$3.33M Buy
11,069
+156
+1% +$46.9K 0.93% 39
2023
Q2
$3.37M Buy
10,913
+105
+1% +$32.4K 0.86% 43
2023
Q1
$3.09M Sell
10,808
-1,142
-10% -$326K 0.82% 43
2022
Q4
$3.19M Buy
11,950
+493
+4% +$132K 0.86% 46
2022
Q3
$2.95M Buy
11,457
+504
+5% +$130K 0.82% 47
2022
Q2
$3.04M Sell
10,953
-339
-3% -$94.1K 0.85% 46
2022
Q1
$3.81M Buy
11,292
+374
+3% +$126K 0.87% 43
2021
Q4
$4.53M Sell
10,918
-934
-8% -$387K 1.02% 39
2021
Q3
$3.79M Buy
11,852
+192
+2% +$61.4K 0.95% 44
2021
Q2
$3.44M Sell
11,660
-283
-2% -$83.4K 0.9% 42
2021
Q1
$3.3M Sell
11,943
-76
-0.6% -$21K 0.97% 41
2020
Q4
$3.14M Sell
12,019
-85
-0.7% -$22.2K 1% 39
2020
Q3
$2.74M Buy
12,104
+942
+8% +$213K 0.95% 40
2020
Q2
$2.4M Buy
+11,162
New +$2.4M 0.99% 38