SFM
Stack Financial Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.9M | Sell |
136,871
-1,891
| -1% | -$565K | 3.61% | 5 |
|
|
2025
Q1 | $43.3M | Sell |
138,762
-1,337
| -1% | -$417K | 3.61% | 6 |
|
|
2024
Q4 | $49.3M | Sell |
140,099
-1,351
| -1% | -$475K | 4.51% | 5 |
|
|
2024
Q3 | $50M | Buy |
141,450
+1,334
| +1% | +$472K | 4.49% | 5 |
|
|
2024
Q2 | $42.5M | Buy |
140,116
+286
| +0.2% | +$86.8K | 3.94% | 7 |
|
|
2024
Q1 | $48.5M | Sell |
139,830
-1,351
| -1% | -$468K | 4.45% | 6 |
|
|
2023
Q4 | $49.5M | Sell |
141,181
-3,441
| -2% | -$1.21M | 5.59% | 3 |
|
|
2023
Q3 | $44.4M | Buy |
144,622
+360
| +0.2% | +$111K | 5.17% | 4 |
|
|
2023
Q2 | $44.5M | Buy |
144,262
+1,212
| +0.8% | +$374K | 4.98% | 4 |
|
|
2023
Q1 | $40.9M | Buy |
143,050
+2,788
| +2% | +$797K | 4.97% | 4 |
|
|
2022
Q4 | $37.4M | Buy |
140,262
+1,121
| +0.8% | +$299K | 3.76% | 9 |
|
|
2022
Q3 | $35.8M | Buy |
139,141
+651
| +0.5% | +$168K | 3.75% | 5 |
|
|
2022
Q2 | $38.5M | Sell |
138,490
-198
| -0.1% | -$55K | 3.83% | 6 |
|
|
2022
Q1 | $46.8M | Sell |
138,688
-42,870
| -24% | -$14.5M | 3.76% | 6 |
|
|
2021
Q4 | $75.3M | Sell |
181,558
-697
| -0.4% | -$289K | 6.49% | 2 |
|
|
2021
Q3 | $58.3M | Sell |
182,255
-1,187
| -0.6% | -$380K | 5.56% | 2 |
|
|
2021
Q2 | $54.1M | Buy |
183,442
+4,715
| +3% | +$1.39M | 4.65% | 2 |
|
|
2021
Q1 | $49.4M | Sell |
178,727
-2,478
| -1% | -$685K | 4.17% | 2 |
|
|
2020
Q4 | $47.3M | Sell |
181,205
-1,439
| -0.8% | -$376K | 4.17% | 3 |
|
|
2020
Q3 | $41.3M | Buy |
182,644
+1,257
| +0.7% | +$284K | 4.15% | 4 |
|
|
2020
Q2 | $38.9M | Sell |
181,387
-1,076
| -0.6% | -$231K | 4.44% | 4 |
|
|
2020
Q1 | $29.8M | Sell |
182,463
-5,645
| -3% | -$922K | 4.67% | 4 |
|
|
2019
Q4 | $39.6M | Sell |
188,108
-2,357
| -1% | -$496K | 4.26% | 5 |
|
|
2019
Q3 | $36.6M | Sell |
190,465
-262
| -0.1% | -$50.4K | 4.36% | 6 |
|
|
2019
Q2 | $35.2M | Sell |
190,727
-4,036
| -2% | -$746K | 3.96% | 4 |
|
|
2019
Q1 | $34.3M | Buy |
194,763
+843
| +0.4% | +$148K | 4.11% | 4 |
|
|
2018
Q4 | $27.3M | Sell |
193,920
-1,404
| -0.7% | -$198K | 3.36% | 6 |
|
|
2018
Q3 | $33.2M | Sell |
195,324
-3,781
| -2% | -$644K | 3.61% | 5 |
|
|
2018
Q2 | $32.6M | Sell |
199,105
-551
| -0.3% | -$90.1K | 3.77% | 5 |
|
|
2018
Q1 | $30.6M | Sell |
199,656
-132,551
| -40% | -$20.3M | 3.62% | 5 |
|
|
2017
Q4 | $50.9M | Sell |
332,207
-5,236
| -2% | -$802K | 5.12% | 1 |
|
|
2017
Q3 | $45.6M | Sell |
337,443
-228
| -0.1% | -$30.8K | 4.93% | 1 |
|
|
2017
Q2 | $41.8M | Sell |
337,671
-488
| -0.1% | -$60.4K | 4.34% | 3 |
|
|
2017
Q1 | $40.5M | Buy |
338,159
+1,600
| +0.5% | +$192K | 4.29% | 2 |
|
|
2016
Q4 | $39.4M | Buy |
336,559
+185,730
| +123% | +$21.8M | 4.38% | 2 |
|
|
2016
Q3 | $18.4M | Buy |
150,829
+2,712
| +2% | +$331K | 2.15% | 16 |
|
|
2016
Q2 | $16.8M | Sell |
148,117
-535
| -0.4% | -$60.6K | 2.13% | 17 |
|
|
2016
Q1 | $17.2M | Sell |
148,652
-1,440
| -1% | -$166K | 2.08% | 17 |
|
|
2015
Q4 | $15.7M | Sell |
150,092
-2,198
| -1% | -$230K | 1.98% | 21 |
|
|
2015
Q3 | $15M | Buy |
152,290
+580
| +0.4% | +$57K | 2.1% | 18 |
|
|
2015
Q2 | $14.7M | Sell |
151,710
-155
| -0.1% | -$15K | 1.78% | 25 |
|
|
2015
Q1 | $14.2M | Buy |
151,865
+5,715
| +4% | +$535K | 1.71% | 29 |
|
|
2014
Q4 | $13.1M | Buy |
146,150
+2,536
| +2% | +$226K | 1.51% | 38 |
|
|
2014
Q3 | $11.7M | Buy |
143,614
+4,665
| +3% | +$379K | 1.49% | 39 |
|
|
2014
Q2 | $11.2M | Buy |
138,949
+1,892
| +1% | +$153K | 1.37% | 47 |
|
|
2014
Q1 | $10.9M | Sell |
137,057
-2,299
| -2% | -$183K | 1.4% | 43 |
|
|
2013
Q4 | $11.5M | Buy |
139,356
+4,615
| +3% | +$379K | 1.52% | 39 |
|
|
2013
Q3 | $9.92M | Buy |
134,741
+4,156
| +3% | +$306K | 1.43% | 42 |
|
|
2013
Q2 | $9.4M | Buy |
+130,585
| New | +$9.4M | 1.34% | 46 |
|