SWM
Segment Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Buy |
44,844
+529
| +1% | +$158K | 0.85% | 46 |
|
|
2025
Q1 | $13.8M | Buy |
44,315
+1,331
| +3% | +$415K | 0.94% | 39 |
|
|
2024
Q4 | $15.1M | Hold |
42,984
| – | – | 1.03% | 33 |
|
|
2024
Q3 | $15.2M | Buy |
42,984
+157
| +0.4% | +$55.5K | 1.04% | 36 |
|
|
2024
Q2 | $13M | Buy |
42,827
+2,693
| +7% | +$817K | 0.96% | 41 |
|
|
2024
Q1 | $13.9M | Buy |
40,134
+1,160
| +3% | +$402K | 1.06% | 33 |
|
|
2023
Q4 | $13.7M | Buy |
38,974
+2,249
| +6% | +$789K | 1.21% | 23 |
|
|
2023
Q3 | $11.3M | Buy |
36,725
+466
| +1% | +$143K | 1.15% | 27 |
|
|
2023
Q2 | $11.2M | Sell |
36,259
-1,266
| -3% | -$391K | 1.15% | 31 |
|
|
2023
Q1 | $10.7M | Buy |
37,525
+411
| +1% | +$117K | 1.21% | 32 |
|
|
2022
Q4 | $9.9M | Sell |
37,114
-300
| -0.8% | -$80.1K | 1.15% | 37 |
|
|
2022
Q3 | $9.63M | Buy |
37,414
+1,421
| +4% | +$366K | 1.2% | 25 |
|
|
2022
Q2 | $9.99M | Sell |
35,993
-2,226
| -6% | -$618K | 1.27% | 27 |
|
|
2022
Q1 | $12.9M | Buy |
38,219
+1,639
| +4% | +$553K | 1.33% | 13 |
|
|
2021
Q4 | $15.2M | Buy |
36,580
+4
| +0% | +$1.66K | 1.59% | 9 |
|
|
2021
Q3 | $11.7M | Sell |
36,576
-196
| -0.5% | -$62.7K | 1.39% | 12 |
|
|
2021
Q2 | $10.8M | Buy |
36,772
+857
| +2% | +$253K | 1.29% | 13 |
|
|
2021
Q1 | $9.92M | Buy |
35,915
+227
| +0.6% | +$62.7K | 1.32% | 14 |
|
|
2020
Q4 | $9.32M | Sell |
35,688
-1,454
| -4% | -$380K | 1.35% | 12 |
|
|
2020
Q3 | $8.39M | Sell |
37,142
-371
| -1% | -$83.8K | 1.36% | 16 |
|
|
2020
Q2 | $8.06M | Buy |
37,513
+40
| +0.1% | +$8.59K | 1.49% | 10 |
|
|
2020
Q1 | $6.12M | Buy |
37,473
+698
| +2% | +$114K | 1.36% | 16 |
|
|
2019
Q4 | $7.74M | Buy |
36,775
+1,703
| +5% | +$359K | 1.31% | 13 |
|
|
2019
Q3 | $6.75M | Buy |
35,072
+580
| +2% | +$112K | 1.32% | 17 |
|
|
2019
Q2 | $6.37M | Buy |
34,492
+678
| +2% | +$125K | 1.3% | 18 |
|
|
2019
Q1 | $5.95M | Buy |
33,814
+718
| +2% | +$126K | 1.26% | 15 |
|
|
2018
Q4 | $4.67M | Sell |
33,096
-409
| -1% | -$57.7K | 1.18% | 23 |
|
|
2018
Q3 | $5.7M | Buy |
33,505
+3,353
| +11% | +$571K | 1.24% | 16 |
|
|
2018
Q2 | $4.93M | Buy |
30,152
+586
| +2% | +$95.9K | 1.16% | 19 |
|
|
2018
Q1 | $4.54M | Buy |
29,566
+1,252
| +4% | +$192K | 1.13% | 23 |
|
|
2017
Q4 | $4.34M | Buy |
28,314
+711
| +3% | +$109K | 1.05% | 26 |
|
|
2017
Q3 | $3.73M | Sell |
27,603
-629
| -2% | -$85K | 0.99% | 27 |
|
|
2017
Q2 | $3.49M | Buy |
28,232
+460
| +2% | +$56.9K | 0.96% | 27 |
|
|
2017
Q1 | $3.33M | Buy |
27,772
+817
| +3% | +$97.9K | 1.08% | 24 |
|
|
2016
Q4 | $3.16M | Buy |
26,955
+629
| +2% | +$73.7K | 1.16% | 23 |
|
|
2016
Q3 | $3.22M | Buy |
26,326
+380
| +1% | +$46.4K | 1.27% | 22 |
|
|
2016
Q2 | $2.94M | Sell |
25,946
-2,857
| -10% | -$324K | 1.21% | 31 |
|
|
2016
Q1 | $3.32M | Buy |
28,803
+683
| +2% | +$78.8K | 1.24% | 29 |
|
|
2015
Q4 | $2.94M | Buy |
28,120
+16,820
| +149% | +$1.76M | 1.11% | 30 |
|
|
2015
Q3 | $1.11M | Hold |
11,300
| – | – | 0.42% | 65 |
|
|
2015
Q2 | $1.09M | Hold |
11,300
| – | – | 0.38% | 70 |
|
|
2015
Q1 | $1.06M | Hold |
11,300
| – | – | 0.35% | 69 |
|
|
2014
Q4 | $1.01M | Sell |
11,300
-124
| -1% | -$11.1K | 0.39% | 67 |
|
|
2014
Q3 | $929K | Buy |
11,424
+58
| +0.5% | +$4.72K | 0.35% | 74 |
|
|
2014
Q2 | $919K | Buy |
11,366
+44
| +0.4% | +$3.56K | 0.36% | 73 |
|
|
2014
Q1 | $903K | Hold |
11,322
| – | – | 0.42% | 69 |
|
|
2013
Q4 | $931K | Hold |
11,322
| – | – | 0.46% | 67 |
|
|
2013
Q3 | $834K | Sell |
11,322
-140
| -1% | -$10.3K | 0.45% | 65 |
|
|
2013
Q2 | $825K | Buy |
+11,462
| New | +$825K | 0.49% | 59 |
|