SWA
SOA Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Buy |
548
+236
| +76% | +$70.5K | 0.03% | 218 |
|
|
2025
Q1 | $97.4K | Buy |
312
+218
| +232% | +$68K | 0.02% | 263 |
|
|
2024
Q4 | $33.1K | Sell |
94
-2
| -2% | -$704 | 0.01% | 385 |
|
|
2024
Q3 | $33.9K | Sell |
96
-7
| -7% | -$2.47K | 0.01% | 374 |
|
|
2024
Q2 | $31.3K | Sell |
103
-35
| -25% | -$10.6K | 0.01% | 375 |
|
|
2024
Q1 | $47.8K | Hold |
138
| – | – | 0.01% | 309 |
|
|
2023
Q4 | $48.4K | Hold |
138
| – | – | 0.01% | 297 |
|
|
2023
Q3 | $42.4K | Sell |
138
-16
| -10% | -$4.91K | 0.01% | 305 |
|
|
2023
Q2 | $47.5K | Sell |
154
-7
| -4% | -$2.16K | 0.01% | 296 |
|
|
2023
Q1 | $46K | Hold |
161
| – | – | 0.01% | 294 |
|
|
2022
Q4 | $43K | Sell |
161
-7
| -4% | -$1.87K | 0.01% | 298 |
|
|
2022
Q3 | $43K | Hold |
168
| – | – | 0.01% | 286 |
|
|
2022
Q2 | $46K | Sell |
168
-10
| -6% | -$2.74K | 0.01% | 276 |
|
|
2022
Q1 | $60K | Hold |
178
| – | – | 0.01% | 282 |
|
|
2021
Q4 | $73K | Hold |
178
| – | – | 0.02% | 258 |
|
|
2021
Q3 | $56K | Sell |
178
-3
| -2% | -$944 | 0.01% | 292 |
|
|
2021
Q2 | $53K | Buy |
181
+92
| +103% | +$26.9K | 0.01% | 302 |
|
|
2021
Q1 | $24K | Sell |
89
-161
| -64% | -$43.4K | 0.01% | 371 |
|
|
2020
Q4 | $64K | Buy |
+250
| New | +$64K | 0.02% | 238 |
|