SW
SVB Wealth’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
39,839
-24,079
| -38% | -$7.2M | 0.64% | 35 |
|
|
2025
Q1 | $19.9M | Sell |
63,918
-14,627
| -19% | -$4.56M | 0.82% | 18 |
|
|
2024
Q4 | $27.6M | Buy |
+78,545
| New | +$27.6M | 0.52% | 25 |
|
|
2024
Q3 | – | Sell |
-92,206
| Closed | -$28M | – | 24 |
|
|
2024
Q2 | $28M | Sell |
92,206
-3,721
| -4% | -$1.13M | 0.69% | 24 |
|
|
2024
Q1 | $33.2M | Sell |
95,927
-8,597
| -8% | -$2.98M | 0.74% | 26 |
|
|
2023
Q4 | $36.7M | Sell |
104,524
-32,979
| -24% | -$11.6M | 0.89% | 21 |
|
|
2023
Q3 | $42.2M | Sell |
137,503
-13,863
| -9% | -$4.26M | 0.93% | 15 |
|
|
2023
Q2 | $46.7M | Sell |
151,366
-38,532
| -20% | -$11.9M | 0.84% | 19 |
|
|
2023
Q1 | $54.3M | Sell |
189,898
-17,103
| -8% | -$4.89M | 0.76% | 22 |
|
|
2022
Q4 | $55.2M | Sell |
207,001
-1,563
| -0.7% | -$417K | 0.75% | 24 |
|
|
2022
Q3 | $53.7M | Sell |
208,564
-408
| -0.2% | -$105K | 0.78% | 22 |
|
|
2022
Q2 | $58M | Sell |
208,972
-1,026
| -0.5% | -$285K | 0.89% | 18 |
|
|
2022
Q1 | $70.8M | Sell |
209,998
-12,885
| -6% | -$4.35M | 0.95% | 16 |
|
|
2021
Q4 | $92.4M | Sell |
222,883
-7,609
| -3% | -$3.15M | 1.52% | 10 |
|
|
2021
Q3 | $73.7M | Sell |
230,492
-17,088
| -7% | -$5.47M | 0.95% | 16 |
|
|
2021
Q2 | $73M | Buy |
247,580
+1,056
| +0.4% | +$311K | 0.93% | 16 |
|
|
2021
Q1 | $68.1M | Buy |
246,524
+3,219
| +1% | +$889K | 0.95% | 15 |
|
|
2020
Q4 | $63.6M | Buy |
243,305
+4,270
| +2% | +$1.12M | 0.93% | 14 |
|
|
2020
Q3 | $54M | Buy |
239,035
+2,873
| +1% | +$649K | 0.89% | 15 |
|
|
2020
Q2 | $50.7M | Buy |
236,162
+14,029
| +6% | +$3.01M | 0.94% | 15 |
|
|
2020
Q1 | $36.3M | Buy |
222,133
+11,241
| +5% | +$1.84M | 0.88% | 20 |
|
|
2019
Q4 | $44.4M | Buy |
210,892
+1,323
| +0.6% | +$279K | 0.81% | 18 |
|
|
2019
Q3 | $40.3M | Sell |
209,569
-1,949
| -0.9% | -$375K | 0.8% | 18 |
|
|
2019
Q2 | $39.1M | Sell |
211,518
-10,845
| -5% | -$2M | 1.31% | 13 |
|
|
2019
Q1 | $39.1M | Buy |
222,363
+60,064
| +37% | +$10.6M | 1.55% | 13 |
|
|
2018
Q4 | $22.9M | Buy |
162,299
+17,764
| +12% | +$2.5M | 0.98% | 26 |
|
|
2018
Q3 | $24.6M | Buy |
144,535
+625
| +0.4% | +$106K | 0.87% | 29 |
|
|
2018
Q2 | $23.5M | Sell |
143,910
-3,326
| -2% | -$544K | 0.9% | 32 |
|
|
2018
Q1 | $22.6M | Sell |
147,236
-1,219
| -0.8% | -$187K | 0.87% | 38 |
|
|
2017
Q4 | $22.7M | Sell |
148,455
-516
| -0.3% | -$79K | 0.86% | 37 |
|
|
2017
Q3 | $20.1M | Buy |
148,971
+2,582
| +2% | +$349K | 0.77% | 40 |
|
|
2017
Q2 | $18.1M | Sell |
146,389
-4,268
| -3% | -$528K | 0.71% | 47 |
|
|
2017
Q1 | $18.1M | Sell |
150,657
-3,478
| -2% | -$417K | 0.72% | 45 |
|
|
2016
Q4 | $18.1M | Buy |
154,135
+4,124
| +3% | +$483K | 0.75% | 44 |
|
|
2016
Q3 | $18.3M | Sell |
150,011
-5,640
| -4% | -$689K | 0.75% | 44 |
|
|
2016
Q2 | $17.6M | Sell |
155,651
-7,613
| -5% | -$862K | 0.72% | 47 |
|
|
2016
Q1 | $18.8M | Sell |
163,264
-13,302
| -8% | -$1.53M | 0.77% | 41 |
|
|
2015
Q4 | $18.5M | Sell |
176,566
-62,824
| -26% | -$6.57M | 0.73% | 41 |
|
|
2015
Q3 | $23.5M | Sell |
239,390
-56,755
| -19% | -$5.58M | 0.91% | 27 |
|
|
2015
Q2 | $28.7M | Sell |
296,145
-18,132
| -6% | -$1.75M | 0.95% | 25 |
|
|
2015
Q1 | $29.4M | Sell |
314,277
-17,048
| -5% | -$1.6M | 0.95% | 25 |
|
|
2014
Q4 | $29.6M | Buy |
+331,325
| New | +$29.6M | 0.96% | 24 |
|