STA
Summit Trail Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Buy |
16,210
+4,094
| +34% | +$1.22M | 0.08% | 124 |
|
|
2025
Q1 | $3.78M | Buy |
12,116
+2,362
| +24% | +$737K | 0.12% | 58 |
|
|
2024
Q4 | $3.43M | Buy |
9,754
+3,572
| +58% | +$1.26M | 0.13% | 63 |
|
|
2024
Q3 | $2.19M | Buy |
6,182
+1,091
| +21% | +$386K | 0.05% | 154 |
|
|
2024
Q2 | $1.54M | Sell |
5,091
-622
| -11% | -$189K | 0.04% | 168 |
|
|
2024
Q1 | $1.98M | Buy |
5,713
+648
| +13% | +$225K | 0.05% | 133 |
|
|
2023
Q4 | $1.78M | Buy |
5,065
+331
| +7% | +$116K | 0.06% | 111 |
|
|
2023
Q3 | $1.45M | Buy |
4,734
+462
| +11% | +$142K | 0.05% | 120 |
|
|
2023
Q2 | $1.32M | Buy |
4,272
+2,016
| +89% | +$622K | 0.05% | 137 |
|
|
2023
Q1 | $645K | Buy |
2,256
+656
| +41% | +$187K | 0.03% | 183 |
|
|
2022
Q4 | $427K | Sell |
1,600
-2
| -0.1% | -$534 | 0.02% | 209 |
|
|
2022
Q3 | $412K | Buy |
1,602
+48
| +3% | +$12.3K | 0.02% | 208 |
|
|
2022
Q2 | $431K | Buy |
1,554
+51
| +3% | +$14.1K | 0.03% | 210 |
|
|
2022
Q1 | $507K | Buy |
1,503
+515
| +52% | +$174K | 0.04% | 170 |
|
|
2021
Q4 | $410K | Buy |
988
+155
| +19% | +$64.3K | 0.03% | 186 |
|
|
2021
Q3 | $266K | Buy |
+833
| New | +$266K | 0.02% | 216 |
|
|
2020
Q4 | – | Sell |
-2,584
| Closed | -$615K | – | 189 |
|
|
2020
Q3 | $615K | Buy |
2,584
+1,071
| +71% | +$255K | 0.12% | 91 |
|
|
2020
Q2 | $325K | Buy |
+1,513
| New | +$325K | 0.06% | 120 |
|
|
2018
Q4 | – | Sell |
-29,793
| Closed | -$5.07M | – | 106 |
|
|
2018
Q3 | $5.07M | Buy |
29,793
+26,255
| +742% | +$4.47M | 1.12% | 17 |
|
|
2018
Q2 | $579K | Sell |
3,538
-39,300
| -92% | -$6.43M | 0.2% | 60 |
|
|
2018
Q1 | $5.13M | Buy |
42,838
+8,631
| +25% | +$1.03M | 0.87% | 22 |
|
|
2017
Q4 | $5.45M | Buy |
+34,207
| New | +$5.45M | 0.69% | 27 |
|