SHFA
SS&H Financial Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
8,948
-75
| -0.8% | -$22.4K | 0.89% | 30 |
|
|
2025
Q1 | $2.82M | Sell |
9,023
-500
| -5% | -$156K | 1.05% | 29 |
|
|
2024
Q4 | $3.35M | Sell |
9,523
-150
| -2% | -$52.8K | 1.22% | 17 |
|
|
2024
Q3 | $3.42M | Hold |
9,673
| – | – | 1.25% | 19 |
|
|
2024
Q2 | $2.93M | Hold |
9,673
| – | – | 1.15% | 20 |
|
|
2024
Q1 | $3.35M | Hold |
9,673
| – | – | 1.4% | 17 |
|
|
2023
Q4 | $3.39M | Sell |
9,673
-100
| -1% | -$35.1K | 1.44% | 17 |
|
|
2023
Q3 | $3M | Buy |
+9,773
| New | +$3M | 1.41% | 19 |
|
|
2023
Q1 | $2.96M | Hold |
10,364
| – | – | 1.36% | 22 |
|
|
2022
Q4 | $2.77M | Hold |
10,364
| – | – | 1.32% | 22 |
|
|
2022
Q3 | $2.67M | Sell |
10,364
-300
| -3% | -$77.2K | 1.38% | 22 |
|
|
2022
Q2 | $2.96M | Sell |
10,664
-271
| -2% | -$75.2K | 1.37% | 23 |
|
|
2022
Q1 | $3.69M | Buy |
+10,935
| New | +$3.69M | 1.44% | 19 |
|