SVWAG
Sound View Wealth Advisors Group’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
1,764
+409
| +30% | +$122K | 0.04% | 259 |
|
|
2025
Q1 | $423K | Sell |
1,355
-255
| -16% | -$79.6K | 0.03% | 280 |
|
|
2024
Q4 | $566K | Buy |
1,610
+229
| +17% | +$80.6K | 0.05% | 246 |
|
|
2024
Q3 | $488K | Buy |
1,381
+79
| +6% | +$27.9K | 0.04% | 256 |
|
|
2024
Q2 | $395K | Buy |
1,302
+29
| +2% | +$8.8K | 0.04% | 261 |
|
|
2024
Q1 | $441K | Sell |
1,273
-90
| -7% | -$31.2K | 0.05% | 252 |
|
|
2023
Q4 | $478K | Buy |
1,363
+28
| +2% | +$9.83K | 0.05% | 240 |
|
|
2023
Q3 | $410K | Buy |
1,335
+61
| +5% | +$18.7K | 0.05% | 245 |
|
|
2023
Q2 | $393K | Sell |
1,274
-16
| -1% | -$4.94K | 0.05% | 253 |
|
|
2023
Q1 | $369K | Sell |
1,290
-73
| -5% | -$20.9K | 0.05% | 261 |
|
|
2022
Q4 | $478K | Buy |
+1,363
| New | +$478K | 0.05% | 240 |
|
|
2022
Q3 | – | Sell |
-747
| Closed | -$207K | – | 268 |
|
|
2022
Q2 | $207K | Buy |
+747
| New | +$207K | 0.04% | 270 |
|
|
2022
Q1 | – | Sell |
-484
| Closed | -$201K | – | 287 |
|
|
2021
Q4 | $201K | Buy |
+484
| New | +$201K | 0.04% | 284 |
|
|
2020
Q1 | – | Sell |
-1,473
| Closed | -$310K | – | 214 |
|
|
2019
Q4 | $310K | Buy |
1,473
+205
| +16% | +$43.1K | 0.09% | 183 |
|
|
2019
Q3 | $244K | Buy |
1,268
+145
| +13% | +$27.9K | 0.07% | 216 |
|
|
2019
Q2 | $207K | Buy |
+1,123
| New | +$207K | 0.06% | 236 |
|