Thomas Story & Son’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.92M | Buy |
33,183
+556
| +2% | +$166K | 3.81% | 9 |
|
|
2025
Q1 | $10.2M | Buy |
32,627
+1,057
| +3% | +$330K | 3.96% | 11 |
|
|
2024
Q4 | $11.1M | Hold |
31,570
| – | – | 4.65% | 7 |
|
|
2024
Q3 | $11.2M | Buy |
31,570
+45
| +0.1% | +$15.9K | 4.55% | 7 |
|
|
2024
Q2 | $9.57M | Buy |
31,525
+170
| +0.5% | +$51.6K | 4.13% | 9 |
|
|
2024
Q1 | $10.9M | Sell |
31,355
-10
| -0% | -$3.47K | 4.59% | 6 |
|
|
2023
Q4 | $11M | Sell |
31,365
-180
| -0.6% | -$63.2K | 5.17% | 5 |
|
|
2023
Q3 | $9.69M | Sell |
31,545
-481
| -2% | -$148K | 4.72% | 6 |
|
|
2023
Q2 | $9.88M | Sell |
32,026
-421
| -1% | -$130K | 4.51% | 8 |
|
|
2023
Q1 | $9.27M | Sell |
32,447
-15
| -0% | -$4.29K | 4.49% | 8 |
|
|
2022
Q4 | $8.66M | Sell |
32,462
-1,174
| -3% | -$313K | 4.41% | 8 |
|
|
2022
Q3 | $8.66M | Sell |
33,636
-344
| -1% | -$88.5K | 4.55% | 7 |
|
|
2022
Q2 | $9.44M | Sell |
33,980
-20
| -0.1% | -$5.55K | 4.48% | 8 |
|
|
2022
Q1 | $11.5M | Buy |
34,000
+1,180
| +4% | +$398K | 4.54% | 7 |
|
|
2021
Q4 | $13.6M | Sell |
32,820
-8,050
| -20% | -$3.34M | 5.3% | 4 |
|
|
2021
Q3 | $13.1M | Sell |
40,870
-11,315
| -22% | -$3.62M | 5.35% | 3 |
|
|
2021
Q2 | $15.4M | Sell |
52,185
-2,090
| -4% | -$616K | 5.74% | 2 |
|
|
2021
Q1 | $15M | Sell |
54,275
-225
| -0.4% | -$62.2K | 5.66% | 4 |
|
|
2020
Q4 | $14.2M | Buy |
54,500
+10
| +0% | +$2.61K | 5.78% | 2 |
|
|
2020
Q3 | $12.3M | Buy |
54,490
+10
| +0% | +$2.26K | 5.5% | 5 |
|
|
2020
Q2 | $11.7M | Hold |
54,480
| – | – | 5.57% | 5 |
|
|
2020
Q1 | $8.89M | Sell |
54,480
-3,960
| -7% | -$646K | 5.12% | 4 |
|
|
2019
Q4 | $12.3M | Sell |
58,440
-100
| -0.2% | -$21.1K | 6.06% | 4 |
|
|
2019
Q3 | $11.3M | Sell |
58,540
-6,960
| -11% | -$1.34M | 5.82% | 5 |
|
|
2019
Q2 | $12.1M | Sell |
65,500
-25
| -0% | -$4.62K | 6.22% | 3 |
|
|
2019
Q1 | $11.5M | Sell |
65,525
-580
| -0.9% | -$102K | 6.06% | 5 |
|
|
2018
Q4 | $9.32M | Sell |
66,105
-125
| -0.2% | -$17.6K | 5.67% | 5 |
|
|
2018
Q3 | $11.3M | Sell |
66,230
-50
| -0.1% | -$8.51K | 5.96% | 3 |
|
|
2018
Q2 | $10.8M | Sell |
66,280
-250
| -0.4% | -$40.9K | 6.29% | 3 |
|
|
2018
Q1 | $10.2M | Sell |
66,530
-975
| -1% | -$150K | 5.99% | 4 |
|
|
2017
Q4 | $10.3M | Sell |
67,505
-9,000
| -12% | -$1.38M | 5.91% | 4 |
|
|
2017
Q3 | $10.3M | Sell |
76,505
-760
| -1% | -$103K | 5.58% | 4 |
|
|
2017
Q2 | $9.56M | Hold |
77,265
| – | – | 5.65% | 3 |
|
|
2017
Q1 | $9.26M | Hold |
77,265
| – | – | 5.27% | 4 |
|
|
2016
Q4 | $9.05M | Sell |
77,265
-125
| -0.2% | -$14.6K | 5.44% | 4 |
|
|
2016
Q3 | $9.46M | Sell |
77,390
-25
| -0% | -$3.05K | 5.8% | 4 |
|
|
2016
Q2 | $8.77M | Hold |
77,415
| – | – | 5.43% | 5 |
|
|
2016
Q1 | $8.93M | Sell |
77,415
-800
| -1% | -$92.3K | 5.45% | 5 |
|
|
2015
Q4 | $8.17M | Hold |
78,215
| – | – | 5.1% | 6 |
|
|
2015
Q3 | $7.69M | Sell |
78,215
-180
| -0.2% | -$17.7K | 5.02% | 6 |
|
|
2015
Q2 | $7.59M | Hold |
78,395
| – | – | 4.77% | 7 |
|
|
2015
Q1 | $7.35M | Hold |
78,395
| – | – | 4.63% | 8 |
|
|
2014
Q4 | $7M | Sell |
78,395
-30
| -0% | -$2.68K | 4.19% | 8 |
|
|
2014
Q3 | $6.38M | Sell |
78,425
-100
| -0.1% | -$8.13K | 3.98% | 8 |
|
|
2014
Q2 | $6.35M | Sell |
78,525
-14,000
| -15% | -$1.13M | 3.91% | 8 |
|
|
2014
Q1 | $7.38M | Hold |
92,525
| – | – | 4.02% | 7 |
|
|
2013
Q4 | $7.61M | Buy |
92,525
+3,315
| +4% | +$273K | 4.17% | 6 |
|
|
2013
Q3 | $6.57M | Buy |
89,210
+3,300
| +4% | +$243K | 4.07% | 9 |
|
|
2013
Q2 | $6.18M | Buy |
+85,910
| New | +$6.18M | 3.86% | 8 |
|