Transamerica Financial Advisors’s Accenture ACN Stock Holding History

Transamerica Financial Advisors’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$350K	Sell	1,764 -180	-9%	-$41.9K	0.03%	320
2025 Q4	$522K	Buy	1,944 +613	+46%	+$156K	0.04%	264
2025 Q3	$328K	Buy	1,331 +862	+184%	+$225K	0.03%	272
2025 Q2	$140K	Sell	469 -18	-4%	-$5.48K	0.01%	248
2025 Q1	$152K	Sell	487 -2	-0.4%	-$706	0.02%	238
2024 Q4	$172K	Buy	489 +4	+0.8%	+$1.44K	0.02%	226
2024 Q3	$172K	Sell	485 -12,668	-96%	-$4.17M	0.02%	238
2024 Q2	$3.99M	Hold	13,153	–	–	0.43%	67
2024 Q1	$4.56M	Buy	13,153 +10,382	+375%	+$3.78M	0.46%	62
2023 Q4	$973K	Buy	2,771 +627	+29%	+$202K	0.13%	110
2023 Q3	$659K	Sell	2,144 -137	-6%	-$43.2K	0.09%	148
2023 Q2	$704K	Buy	2,281 +1	+0%	+$291	0.09%	156
2023 Q1	$652K	Buy	2,280 +1,367	+150%	+$373K	0.09%	156
2022 Q4	$244K	Sell	913 -22	-2%	-$6.08K	0.03%	217
2022 Q3	$241K	Buy	935 +24	+3%	+$6.94K	0.04%	210
2022 Q2	$253K	Buy	+911	New	+$274K	0.04%	213
2021 Q3	–	Sell	-1	Closed	-$1K	–	118
2021 Q2	$1K	Buy	+1	New	+$286	0.02%	79
2020 Q3	–	Sell	-119	Closed	-$26K	–	188
2020 Q2	$26K	Buy	+119	New	+$22.5K	0.01%	220
2020 Q1	–	Sell	-1	Closed	-$1K	–	121
2019 Q4	$1K	Buy	+1	New	+$195	0.01%	84
2019 Q3	–	Sell	-3,467	Closed	-$641K	–	98
2019 Q2	$641K	Buy	+3,467	New	+$623K	0.14%	111
2019 Q1	–	Sell	-3,586	Closed	-$506K	–	101
2018 Q4	$506K	Sell	3,586 -613	-15%	-$97K	0.13%	104
2018 Q3	$715K	Sell	4,199 -199	-5%	-$33.1K	0.15%	110
2018 Q2	$720K	Sell	4,398 -49,586	-92%	-$7.71M	0.16%	104
2018 Q1	$8.29M	Sell	53,984 -5,190	-9%	-$822K	1.22%	16
2017 Q4	$9.06M	Sell	59,174 -991	-2%	-$144K	1.2%	12
2017 Q3	$8.13M	Sell	60,165 -1,708	-3%	-$223K	1%	19
2017 Q2	$7.65M	Buy	61,873 +21,231	+52%	+$2.59M	1.04%	24
2017 Q1	$4.87M	Sell	40,642 -241	-0.6%	-$28.8K	0.58%	56
2016 Q4	$4.79M	Buy	40,883 +1,384	+4%	+$164K	0.57%	60
2016 Q3	$4.83M	Buy	39,499 +3,452	+10%	+$393K	0.52%	59
2016 Q2	$4.08M	Buy	36,047 +10,926	+43%	+$1.27M	0.41%	67
2016 Q1	$2.9M	Sell	25,121 -28,406	-53%	-$2.92M	0.25%	90
2015 Q4	$5.59M	Buy	53,527 +3,127	+6%	+$330K	0.41%	43
2015 Q3	$4.95M	Buy	50,400 +1,674	+3%	+$166K	0.4%	42
2015 Q2	$4.72M	Buy	48,726 +4,615	+10%	+$441K	0.34%	55
2015 Q1	$4.13M	Buy	44,111 +35,059	+387%	+$3.13M	0.29%	49
2014 Q4	$809K	Buy	9,052 +8,848	+4,337%	+$735K	0.06%	149
2014 Q3	$17K	Hold	204	–	–	﹤0.01%	423
2014 Q2	$17K	Buy	204 +3	+1%	+$241	﹤0.01%	454
2014 Q1	$17K	Hold	201	–	–	﹤0.01%	419
2013 Q4	$17K	Sell	201 -176	-47%	-$13.3K	﹤0.01%	416
2013 Q3	$28K	Sell	377 -917	-71%	-$67.9K	﹤0.01%	365
2013 Q2	$94K	Buy	+1,294	New	+$103K	0.02%	235