SWA
Stratos Wealth Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
34,359
-546
| -2% | -$163K | 0.54% | 41 |
|
|
2025
Q1 | $10.9M | Sell |
34,905
-670
| -2% | -$209K | 0.6% | 42 |
|
|
2024
Q4 | $12.5M | Buy |
35,575
+257
| +0.7% | +$90.4K | 0.6% | 39 |
|
|
2024
Q3 | $12.5M | Sell |
35,318
-267
| -0.8% | -$94.4K | 0.57% | 42 |
|
|
2024
Q2 | $10.8M | Sell |
35,585
-3,288
| -8% | -$998K | 0.53% | 46 |
|
|
2024
Q1 | $13.5M | Sell |
38,873
-177
| -0.5% | -$61.4K | 0.8% | 20 |
|
|
2023
Q4 | $13.7M | Buy |
39,050
+473
| +1% | +$166K | 0.79% | 22 |
|
|
2023
Q3 | $11.8M | Buy |
38,577
+1,224
| +3% | +$376K | 0.78% | 20 |
|
|
2023
Q2 | $11.5M | Buy |
37,353
+937
| +3% | +$289K | 0.82% | 18 |
|
|
2023
Q1 | $10.4M | Sell |
36,416
-502
| -1% | -$143K | 0.8% | 18 |
|
|
2022
Q4 | $9.85M | Buy |
36,918
+31,780
| +619% | +$8.48M | 0.82% | 14 |
|
|
2022
Q3 | $1.32M | Sell |
5,138
-268
| -5% | -$69K | 0.14% | 200 |
|
|
2022
Q2 | $1.5M | Sell |
5,406
-16
| -0.3% | -$4.44K | 0.14% | 199 |
|
|
2022
Q1 | $1.83M | Sell |
5,422
-481
| -8% | -$162K | 0.15% | 174 |
|
|
2021
Q4 | $2.45M | Buy |
5,903
+506
| +9% | +$210K | 0.18% | 162 |
|
|
2021
Q3 | $1.73M | Buy |
5,397
+3,991
| +284% | +$1.28M | 0.15% | 182 |
|
|
2021
Q2 | $415K | Buy |
+1,406
| New | +$415K | 0.04% | 384 |
|