SIM
Sonora Investment Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6.84M | Buy |
21,376
+1,774
| +9% | +$568K | 0.86% | 45 |
|
|
2021
Q2 | $5.78M | Buy |
19,602
+1,668
| +9% | +$492K | 0.76% | 51 |
|
|
2021
Q1 | $4.95M | Buy |
17,934
+3,679
| +26% | +$1.02M | 0.39% | 99 |
|
|
2020
Q4 | $3.72M | Buy |
14,255
+2,606
| +22% | +$681K | 0.31% | 100 |
|
|
2020
Q3 | $2.63M | Buy |
11,649
+2,244
| +24% | +$507K | 0.24% | 108 |
|
|
2020
Q2 | $2.02M | Buy |
9,405
+418
| +5% | +$89.7K | 0.21% | 109 |
|
|
2020
Q1 | $1.47M | Sell |
8,987
-3,072
| -25% | -$501K | 0.17% | 115 |
|
|
2019
Q4 | $2.54M | Buy |
12,059
+3,213
| +36% | +$676K | 0.24% | 107 |
|
|
2019
Q3 | $1.7M | Buy |
8,846
+412
| +5% | +$79.3K | 0.18% | 122 |
|
|
2019
Q2 | $1.56M | Buy |
8,434
+4,468
| +113% | +$825K | 0.17% | 130 |
|
|
2019
Q1 | $698K | Buy |
3,966
+3,853
| +3,410% | +$678K | 0.09% | 157 |
|
|
2018
Q4 | $16K | Buy |
113
+93
| +465% | +$13.2K | ﹤0.01% | 702 |
|
|
2018
Q3 | $3K | Sell |
20
-150
| -88% | -$22.5K | ﹤0.01% | 1074 |
|
|
2018
Q2 | $28K | Sell |
170
-2
| -1% | -$329 | ﹤0.01% | 513 |
|
|
2018
Q1 | $26.4K | Buy |
172
+152
| +760% | +$23.3K | ﹤0.01% | 499 |
|
|
2017
Q4 | $3.06K | Sell |
20
-79
| -80% | -$12.1K | ﹤0.01% | 1014 |
|
|
2017
Q3 | $13.4K | Buy |
99
+79
| +395% | +$10.7K | ﹤0.01% | 625 |
|
|
2017
Q2 | $2.47K | Hold |
20
| – | – | ﹤0.01% | 893 |
|
|
2017
Q1 | $2.4K | Hold |
20
| – | – | ﹤0.01% | 847 |
|
|
2016
Q4 | $2.34K | Sell |
20
-22
| -52% | -$2.58K | ﹤0.01% | 762 |
|
|
2016
Q3 | $5.13K | Buy |
42
+22
| +110% | +$2.69K | ﹤0.01% | 684 |
|
|
2016
Q2 | $2.27K | Sell |
20
-9
| -31% | -$1.02K | ﹤0.01% | 766 |
|
|
2016
Q1 | $3.31K | Buy |
29
+9
| +45% | +$1.03K | ﹤0.01% | 785 |
|
|
2015
Q4 | $2K | Sell |
20
-124
| -86% | -$12.4K | ﹤0.01% | 705 |
|
|
2015
Q3 | $14K | Buy |
+144
| New | +$14K | ﹤0.01% | 385 |
|