Sound View Wealth Advisors Group’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $429K | Buy |
2,166
+244
| +13% | +$56.9K | 0.03% | 293 |
|
|
2025
Q4 | $516K | Buy |
1,922
+902
| +88% | +$229K | 0.03% | 266 |
|
|
2025
Q3 | $252K | Sell |
1,020
-744
| -42% | -$194K | 0.02% | 379 |
|
|
2025
Q2 | $527K | Buy |
1,764
+409
| +30% | +$125K | 0.04% | 259 |
|
|
2025
Q1 | $423K | Sell |
1,355
-255
| -16% | -$90.1K | 0.03% | 280 |
|
|
2024
Q4 | $566K | Buy |
1,610
+229
| +17% | +$82.4K | 0.05% | 246 |
|
|
2024
Q3 | $488K | Buy |
1,381
+79
| +6% | +$26K | 0.04% | 256 |
|
|
2024
Q2 | $395K | Buy |
1,302
+29
| +2% | +$8.88K | 0.04% | 261 |
|
|
2024
Q1 | $441K | Sell |
1,273
-90
| -7% | -$32.8K | 0.05% | 252 |
|
|
2023
Q4 | $478K | Buy |
1,363
+28
| +2% | +$9.03K | 0.05% | 240 |
|
|
2023
Q3 | $410K | Buy |
1,335
+61
| +5% | +$19.2K | 0.05% | 245 |
|
|
2023
Q2 | $393K | Sell |
1,274
-16
| -1% | -$4.65K | 0.05% | 253 |
|
|
2023
Q1 | $369K | Sell |
1,290
-73
| -5% | -$19.9K | 0.05% | 261 |
|
|
2022
Q4 | $478K | Buy |
+1,363
| New | +$377K | 0.05% | 240 |
|
|
2022
Q3 | – | Sell |
-747
| Closed | -$207K | – | 268 |
|
|
2022
Q2 | $207K | Buy |
+747
| New | +$224K | 0.04% | 270 |
|
|
2022
Q1 | – | Sell |
-484
| Closed | -$201K | – | 287 |
|
|
2021
Q4 | $201K | Buy |
+484
| New | +$176K | 0.04% | 284 |
|
|
2020
Q1 | – | Sell |
-1,473
| Closed | -$310K | – | 214 |
|
|
2019
Q4 | $310K | Buy |
1,473
+205
| +16% | +$40K | 0.09% | 183 |
|
|
2019
Q3 | $244K | Buy |
1,268
+145
| +13% | +$28.1K | 0.07% | 216 |
|
|
2019
Q2 | $207K | Buy |
+1,123
| New | +$202K | 0.06% | 236 |
|
Other funds holding ACN
VCM
VPM
