SFA
Sequoia Financial Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
50,743
+1,049
| +2% | +$314K | 0.1% | 147 |
|
|
2025
Q1 | $15.5M | Buy |
49,694
+27,594
| +125% | +$8.61M | 0.12% | 148 |
|
|
2024
Q4 | $7.77M | Buy |
22,100
+1,511
| +7% | +$532K | 0.07% | 202 |
|
|
2024
Q3 | $7.28M | Buy |
20,589
+4,734
| +30% | +$1.67M | 0.08% | 178 |
|
|
2024
Q2 | $4.81M | Buy |
15,855
+131
| +0.8% | +$39.7K | 0.06% | 197 |
|
|
2024
Q1 | $5.45M | Sell |
15,724
-6,685
| -30% | -$2.32M | 0.07% | 192 |
|
|
2023
Q4 | $7.86M | Buy |
22,409
+9,316
| +71% | +$3.27M | 0.1% | 168 |
|
|
2023
Q3 | $4.02M | Buy |
13,093
+468
| +4% | +$144K | 0.07% | 169 |
|
|
2023
Q2 | $3.9M | Buy |
12,625
+403
| +3% | +$124K | 0.07% | 180 |
|
|
2023
Q1 | $3.49M | Buy |
12,222
+202
| +2% | +$57.7K | 0.08% | 164 |
|
|
2022
Q4 | $3.21M | Buy |
12,020
+2,386
| +25% | +$637K | 0.08% | 159 |
|
|
2022
Q3 | $2.48M | Sell |
9,634
-608
| -6% | -$156K | 0.08% | 148 |
|
|
2022
Q2 | $2.84M | Buy |
10,242
+458
| +5% | +$127K | 0.08% | 148 |
|
|
2022
Q1 | $3.3M | Buy |
9,784
+1,048
| +12% | +$353K | 0.08% | 144 |
|
|
2021
Q4 | $3.62M | Buy |
8,736
+6,975
| +396% | +$2.89M | 0.1% | 134 |
|
|
2021
Q3 | $563K | Sell |
1,761
-7,910
| -82% | -$2.53M | 0.06% | 141 |
|
|
2021
Q2 | $2.85M | Buy |
9,671
+1,003
| +12% | +$296K | 0.1% | 122 |
|
|
2021
Q1 | $2.4M | Buy |
8,668
+29
| +0.3% | +$8.01K | 0.1% | 118 |
|
|
2020
Q4 | $2.26M | Sell |
8,639
-34
| -0.4% | -$8.88K | 0.1% | 115 |
|
|
2020
Q3 | $1.96M | Sell |
8,673
-287
| -3% | -$64.9K | 0.1% | 109 |
|
|
2020
Q2 | $1.92M | Sell |
8,960
-45
| -0.5% | -$9.66K | 0.11% | 94 |
|
|
2020
Q1 | $1.47M | Sell |
9,005
-414
| -4% | -$67.6K | 0.11% | 97 |
|
|
2019
Q4 | $1.98M | Buy |
9,419
+211
| +2% | +$44.4K | 0.13% | 96 |
|
|
2019
Q3 | $1.77M | Buy |
9,208
+3,375
| +58% | +$649K | 0.13% | 93 |
|
|
2019
Q2 | $1.08M | Buy |
5,833
+199
| +4% | +$36.8K | 0.08% | 124 |
|
|
2019
Q1 | $992K | Buy |
5,634
+1,597
| +40% | +$281K | 0.08% | 119 |
|
|
2018
Q4 | $569K | Sell |
4,037
-102
| -2% | -$14.4K | 0.07% | 133 |
|
|
2018
Q3 | $704K | Sell |
4,139
-82
| -2% | -$13.9K | 0.07% | 133 |
|
|
2018
Q2 | $691K | Sell |
4,221
-142
| -3% | -$23.2K | 0.07% | 131 |
|
|
2018
Q1 | $670K | Buy |
4,363
+1,170
| +37% | +$180K | 0.07% | 132 |
|
|
2017
Q4 | $489K | Sell |
3,193
-186
| -6% | -$28.5K | 0.05% | 167 |
|
|
2017
Q3 | $456K | Sell |
3,379
-82
| -2% | -$11.1K | 0.05% | 160 |
|
|
2017
Q2 | $428K | Sell |
3,461
-95
| -3% | -$11.7K | 0.05% | 161 |
|
|
2017
Q1 | $426K | Sell |
3,556
-59
| -2% | -$7.07K | 0.05% | 154 |
|
|
2016
Q4 | $423K | Sell |
3,615
-79
| -2% | -$9.24K | 0.06% | 152 |
|
|
2016
Q3 | $451K | Sell |
3,694
-585
| -14% | -$71.4K | 0.08% | 124 |
|
|
2016
Q2 | $485K | Sell |
4,279
-633
| -13% | -$71.7K | 0.14% | 114 |
|
|
2016
Q1 | $567K | Sell |
4,912
-36,719
| -88% | -$4.24M | 0.18% | 94 |
|
|
2015
Q4 | $4.35M | Buy |
41,631
+4,965
| +14% | +$519K | 1.75% | 15 |
|
|
2015
Q3 | $3.6M | Buy |
36,666
+7,405
| +25% | +$728K | 1.57% | 17 |
|
|
2015
Q2 | $2.83M | Buy |
29,261
+3,275
| +13% | +$317K | 1.2% | 17 |
|
|
2015
Q1 | $2.44M | Buy |
25,986
+12,961
| +100% | +$1.21M | 1.12% | 20 |
|
|
2014
Q4 | $1.16M | Buy |
+13,025
| New | +$1.16M | 0.79% | 28 |
|