SWA
SFMG Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Sell |
2,144
-38
| -2% | -$11.4K | 0.05% | 129 |
|
|
2025
Q1 | $681K | Sell |
2,182
-12
| -0.5% | -$3.74K | 0.05% | 126 |
|
|
2024
Q4 | $772K | Sell |
2,194
-27
| -1% | -$9.5K | 0.06% | 114 |
|
|
2024
Q3 | $785K | Sell |
2,221
-10
| -0.4% | -$3.54K | 0.06% | 109 |
|
|
2024
Q2 | $677K | Sell |
2,231
-539
| -19% | -$164K | 0.06% | 112 |
|
|
2024
Q1 | $960K | Sell |
2,770
-5
| -0.2% | -$1.73K | 0.08% | 92 |
|
|
2023
Q4 | $974K | Buy |
2,775
+227
| +9% | +$79.7K | 0.09% | 91 |
|
|
2023
Q3 | $783K | Buy |
2,548
+53
| +2% | +$16.3K | 0.08% | 95 |
|
|
2023
Q2 | $770K | Sell |
2,495
-133
| -5% | -$41K | 0.08% | 98 |
|
|
2023
Q1 | $751K | Buy |
2,628
+247
| +10% | +$70.6K | 0.08% | 98 |
|
|
2022
Q4 | $635K | Sell |
2,381
-104
| -4% | -$27.8K | 0.07% | 114 |
|
|
2022
Q3 | $621K | Buy |
2,485
+37
| +2% | +$9.25K | 0.07% | 111 |
|
|
2022
Q2 | $680K | Buy |
2,448
+282
| +13% | +$78.3K | 0.08% | 104 |
|
|
2022
Q1 | $730K | Sell |
2,166
-167
| -7% | -$56.3K | 0.07% | 110 |
|
|
2021
Q4 | $967K | Sell |
2,333
-51
| -2% | -$21.1K | 0.09% | 99 |
|
|
2021
Q3 | $763K | Buy |
2,384
+115
| +5% | +$36.8K | 0.08% | 105 |
|
|
2021
Q2 | $669K | Buy |
2,269
+43
| +2% | +$12.7K | 0.07% | 115 |
|
|
2021
Q1 | $615K | Sell |
2,226
-37
| -2% | -$10.2K | 0.07% | 117 |
|
|
2020
Q4 | $591K | Buy |
+2,263
| New | +$591K | 0.07% | 112 |
|
|
2020
Q1 | – | Sell |
-9,547
| Closed | -$2.01M | – | 145 |
|
|
2019
Q4 | $2.01M | Buy |
9,547
+1,223
| +15% | +$257K | 0.25% | 38 |
|
|
2019
Q3 | $1.6M | Buy |
8,324
+2,920
| +54% | +$562K | 0.22% | 35 |
|
|
2019
Q2 | $1.06M | Buy |
5,404
+992
| +22% | +$195K | 0.14% | 45 |
|
|
2019
Q1 | $777K | Buy |
4,412
+150
| +4% | +$26.4K | 0.11% | 54 |
|
|
2018
Q4 | $601K | Buy |
4,262
+1,610
| +61% | +$227K | 0.1% | 62 |
|
|
2018
Q3 | $417K | Buy |
2,652
+1,009
| +61% | +$159K | 0.06% | 84 |
|
|
2018
Q2 | $269K | Buy |
1,643
+121
| +8% | +$19.8K | 0.04% | 112 |
|
|
2018
Q1 | $234K | Sell |
1,522
-145
| -9% | -$22.3K | 0.04% | 125 |
|
|
2017
Q4 | $255K | Hold |
1,667
| – | – | 0.04% | 117 |
|
|
2017
Q3 | $225K | Buy |
+1,667
| New | +$225K | 0.04% | 118 |
|