SSWM
Sheets Smith Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.7M | Buy |
19,075
+143
| +0.8% | +$42.7K | 0.67% | 37 |
|
|
2025
Q1 | $5.91M | Sell |
18,932
-15
| -0.1% | -$4.68K | 0.73% | 33 |
|
|
2024
Q4 | $6.67M | Sell |
18,947
-20
| -0.1% | -$7.04K | 0.81% | 31 |
|
|
2024
Q3 | $6.7M | Sell |
18,967
-615
| -3% | -$217K | 0.82% | 32 |
|
|
2024
Q2 | $5.94M | Sell |
19,582
-200
| -1% | -$60.7K | 0.71% | 34 |
|
|
2024
Q1 | $6.86M | Buy |
19,782
+5
| +0% | +$1.73K | 0.77% | 34 |
|
|
2023
Q4 | $6.94M | Hold |
19,777
| – | – | 0.99% | 27 |
|
|
2023
Q3 | $6.07M | Hold |
19,777
| – | – | 0.93% | 29 |
|
|
2023
Q2 | $6.1M | Sell |
19,777
-313
| -2% | -$96.6K | 0.89% | 30 |
|
|
2023
Q1 | $5.74M | Sell |
20,090
-50
| -0.2% | -$14.3K | 0.88% | 31 |
|
|
2022
Q4 | $5.37M | Buy |
20,140
+570
| +3% | +$152K | 0.84% | 34 |
|
|
2022
Q3 | $5.04M | Buy |
19,570
+3,497
| +22% | +$900K | 0.84% | 33 |
|
|
2022
Q2 | $4.46M | Buy |
16,073
+5,598
| +53% | +$1.55M | 0.73% | 38 |
|
|
2022
Q1 | $3.53M | Sell |
10,475
-1,457
| -12% | -$491K | 0.49% | 53 |
|
|
2021
Q4 | $4.95M | Sell |
11,932
-390
| -3% | -$162K | 0.61% | 42 |
|
|
2021
Q3 | $3.94M | Hold |
12,322
| – | – | 0.53% | 48 |
|
|
2021
Q2 | $3.63M | Sell |
12,322
-540
| -4% | -$159K | 0.49% | 55 |
|
|
2021
Q1 | $3.55M | Sell |
12,862
-12
| -0.1% | -$3.32K | 0.52% | 52 |
|
|
2020
Q4 | $3.36M | Sell |
12,874
-10
| -0.1% | -$2.61K | 0.51% | 55 |
|
|
2020
Q3 | $2.91M | Sell |
12,884
-1,525
| -11% | -$345K | 0.51% | 56 |
|
|
2020
Q2 | $3.09M | Buy |
14,409
+12
| +0.1% | +$2.58K | 0.62% | 41 |
|
|
2020
Q1 | $2.35M | Buy |
14,397
+49
| +0.3% | +$8K | 0.49% | 47 |
|
|
2019
Q4 | $3.02M | Hold |
14,348
| – | – | 0.58% | 50 |
|
|
2019
Q3 | $2.76M | Sell |
14,348
-3,900
| -21% | -$750K | 0.57% | 47 |
|
|
2019
Q2 | $3.37M | Sell |
18,248
-139
| -0.8% | -$25.7K | 0.69% | 37 |
|
|
2019
Q1 | $3.24M | Sell |
18,387
-150
| -0.8% | -$26.4K | 0.7% | 34 |
|
|
2018
Q4 | $2.61M | Buy |
18,537
+300
| +2% | +$42.3K | 0.7% | 38 |
|
|
2018
Q3 | $3.1M | Hold |
18,237
| – | – | 0.64% | 37 |
|
|
2018
Q2 | $2.98M | Sell |
18,237
-960
| -5% | -$157K | 0.7% | 37 |
|
|
2018
Q1 | $2.95M | Sell |
19,197
-200
| -1% | -$30.7K | 0.71% | 36 |
|
|
2017
Q4 | $2.97M | Sell |
19,397
-1,358
| -7% | -$208K | 0.7% | 35 |
|
|
2017
Q3 | $2.8M | Sell |
20,755
-200
| -1% | -$27K | 0.71% | 36 |
|
|
2017
Q2 | $2.59M | Hold |
20,955
| – | – | 0.68% | 40 |
|
|
2017
Q1 | $2.51M | Sell |
20,955
-175
| -0.8% | -$21K | 0.67% | 40 |
|
|
2016
Q4 | $2.48M | Hold |
21,130
| – | – | 0.69% | 41 |
|
|
2016
Q3 | $2.58M | Buy |
21,130
+490
| +2% | +$59.9K | 0.73% | 38 |
|
|
2016
Q2 | $2.34M | Hold |
20,640
| – | – | 0.68% | 37 |
|
|
2016
Q1 | $2.38M | Hold |
20,640
| – | – | 0.73% | 35 |
|
|
2015
Q4 | $2.16M | Hold |
20,640
| – | – | 0.65% | 42 |
|
|
2015
Q3 | $2.03M | Buy |
20,640
+345
| +2% | +$33.9K | 0.69% | 46 |
|
|
2015
Q2 | $1.96M | Sell |
20,295
-1,525
| -7% | -$148K | 0.54% | 55 |
|
|
2015
Q1 | $2.04M | Buy |
21,820
+20
| +0.1% | +$1.87K | 0.56% | 52 |
|
|
2014
Q4 | $1.95M | Sell |
21,800
-407
| -2% | -$36.4K | 0.51% | 58 |
|
|
2014
Q3 | $1.81M | Buy |
22,207
+100
| +0.5% | +$8.13K | 0.49% | 58 |
|
|
2014
Q2 | $1.79M | Hold |
22,107
| – | – | 0.48% | 56 |
|
|
2014
Q1 | $1.76M | Hold |
22,107
| – | – | 0.49% | 54 |
|
|
2013
Q4 | $1.82M | Hold |
22,107
| – | – | 0.5% | 54 |
|
|
2013
Q3 | $1.63M | Hold |
22,107
| – | – | 0.53% | 58 |
|
|
2013
Q2 | $1.59M | Buy |
+22,107
| New | +$1.59M | 0.54% | 55 |
|