TFA
Transamerica Financial Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
469
-18
| -4% | -$5.37K | 0.01% | 248 |
|
|
2025
Q1 | $152K | Sell |
487
-2
| -0.4% | -$624 | 0.02% | 238 |
|
|
2024
Q4 | $172K | Buy |
489
+4
| +0.8% | +$1.41K | 0.02% | 226 |
|
|
2024
Q3 | $172K | Sell |
485
-12,668
| -96% | -$4.49M | 0.02% | 238 |
|
|
2024
Q2 | $3.99M | Hold |
13,153
| – | – | 0.43% | 67 |
|
|
2024
Q1 | $4.56M | Buy |
13,153
+10,382
| +375% | +$3.6M | 0.46% | 62 |
|
|
2023
Q4 | $973K | Buy |
2,771
+627
| +29% | +$220K | 0.13% | 110 |
|
|
2023
Q3 | $659K | Sell |
2,144
-137
| -6% | -$42.1K | 0.09% | 148 |
|
|
2023
Q2 | $704K | Buy |
2,281
+1
| +0% | +$309 | 0.09% | 156 |
|
|
2023
Q1 | $652K | Buy |
2,280
+1,367
| +150% | +$391K | 0.09% | 156 |
|
|
2022
Q4 | $244K | Sell |
913
-22
| -2% | -$5.88K | 0.03% | 217 |
|
|
2022
Q3 | $241K | Buy |
935
+24
| +3% | +$6.19K | 0.04% | 210 |
|
|
2022
Q2 | $253K | Buy |
+911
| New | +$253K | 0.04% | 213 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | -$1K | – | 118 |
|
|
2021
Q2 | $1K | Buy |
+1
| New | +$1K | 0.02% | 79 |
|
|
2020
Q3 | – | Sell |
-119
| Closed | -$26K | – | 188 |
|
|
2020
Q2 | $26K | Buy |
+119
| New | +$26K | 0.01% | 220 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | -$1K | – | 121 |
|
|
2019
Q4 | $1K | Buy |
+1
| New | +$1K | 0.01% | 84 |
|
|
2019
Q3 | – | Sell |
-3,467
| Closed | -$641K | – | 98 |
|
|
2019
Q2 | $641K | Buy |
+3,467
| New | +$641K | 0.14% | 111 |
|
|
2019
Q1 | – | Sell |
-3,586
| Closed | -$506K | – | 101 |
|
|
2018
Q4 | $506K | Sell |
3,586
-613
| -15% | -$86.5K | 0.13% | 104 |
|
|
2018
Q3 | $715K | Sell |
4,199
-199
| -5% | -$33.9K | 0.15% | 110 |
|
|
2018
Q2 | $720K | Sell |
4,398
-49,586
| -92% | -$8.12M | 0.16% | 104 |
|
|
2018
Q1 | $8.29M | Sell |
53,984
-5,190
| -9% | -$797K | 1.22% | 16 |
|
|
2017
Q4 | $9.06M | Sell |
59,174
-991
| -2% | -$152K | 1.2% | 12 |
|
|
2017
Q3 | $8.13M | Sell |
60,165
-1,708
| -3% | -$231K | 1% | 19 |
|
|
2017
Q2 | $7.65M | Buy |
61,873
+21,231
| +52% | +$2.63M | 1.04% | 24 |
|
|
2017
Q1 | $4.87M | Sell |
40,642
-241
| -0.6% | -$28.9K | 0.58% | 56 |
|
|
2016
Q4 | $4.79M | Buy |
40,883
+1,384
| +4% | +$162K | 0.57% | 60 |
|
|
2016
Q3 | $4.83M | Buy |
39,499
+3,452
| +10% | +$422K | 0.52% | 59 |
|
|
2016
Q2 | $4.08M | Buy |
36,047
+10,926
| +43% | +$1.24M | 0.41% | 67 |
|
|
2016
Q1 | $2.9M | Sell |
25,121
-28,406
| -53% | -$3.28M | 0.25% | 90 |
|
|
2015
Q4 | $5.59M | Buy |
53,527
+3,127
| +6% | +$327K | 0.41% | 43 |
|
|
2015
Q3 | $4.95M | Buy |
50,400
+1,674
| +3% | +$165K | 0.4% | 42 |
|
|
2015
Q2 | $4.72M | Buy |
48,726
+4,615
| +10% | +$447K | 0.34% | 55 |
|
|
2015
Q1 | $4.13M | Buy |
44,111
+35,059
| +387% | +$3.28M | 0.29% | 49 |
|
|
2014
Q4 | $809K | Buy |
9,052
+8,848
| +4,337% | +$791K | 0.06% | 149 |
|
|
2014
Q3 | $17K | Hold |
204
| – | – | ﹤0.01% | 423 |
|
|
2014
Q2 | $17K | Buy |
204
+3
| +1% | +$250 | ﹤0.01% | 454 |
|
|
2014
Q1 | $17K | Hold |
201
| – | – | ﹤0.01% | 419 |
|
|
2013
Q4 | $17K | Sell |
201
-176
| -47% | -$14.9K | ﹤0.01% | 416 |
|
|
2013
Q3 | $28K | Sell |
377
-917
| -71% | -$68.1K | ﹤0.01% | 365 |
|
|
2013
Q2 | $94K | Buy |
+1,294
| New | +$94K | 0.02% | 235 |
|