Valley Wealth Managers’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Buy |
57,093
+528
| +0.9% | +$158K | 1.23% | 40 |
|
|
2025
Q1 | $17.7M | Sell |
56,565
-1,010
| -2% | -$315K | 1.34% | 36 |
|
|
2024
Q4 | $20.3M | Sell |
57,575
-225
| -0.4% | -$79.2K | 1.51% | 26 |
|
|
2024
Q3 | $20.4M | Buy |
57,800
+571
| +1% | +$202K | 1.51% | 23 |
|
|
2024
Q2 | $17.4M | Sell |
57,229
-1,630
| -3% | -$495K | 1.38% | 31 |
|
|
2024
Q1 | $20.4M | Sell |
58,859
-2,965
| -5% | -$1.03M | 1.54% | 25 |
|
|
2023
Q4 | $21.7M | Sell |
61,824
-930
| -1% | -$326K | 1.69% | 16 |
|
|
2023
Q3 | $19.3M | Sell |
62,754
-2,757
| -4% | -$847K | 1.61% | 18 |
|
|
2023
Q2 | $20.2M | Sell |
65,511
-1,852
| -3% | -$571K | 1.82% | 13 |
|
|
2023
Q1 | $19.3M | Buy |
67,363
+912
| +1% | +$261K | 1.75% | 18 |
|
|
2022
Q4 | $17.7M | Sell |
66,451
-162
| -0.2% | -$43.2K | 1.65% | 27 |
|
|
2022
Q3 | $17.1M | Sell |
66,613
-113
| -0.2% | -$29.1K | 1.71% | 19 |
|
|
2022
Q2 | $18.5M | Sell |
66,726
-121
| -0.2% | -$33.6K | 1.73% | 18 |
|
|
2022
Q1 | $22.5M | Sell |
66,847
-1,072
| -2% | -$362K | 1.88% | 14 |
|
|
2021
Q4 | $28.2M | Sell |
67,919
-5,045
| -7% | -$2.09M | 2.26% | 5 |
|
|
2021
Q3 | $23.3M | Sell |
72,964
-3,771
| -5% | -$1.21M | 2.04% | 4 |
|
|
2021
Q2 | $22.6M | Sell |
76,735
-3,475
| -4% | -$1.02M | 1.91% | 8 |
|
|
2021
Q1 | $22.2M | Sell |
80,210
-2,916
| -4% | -$806K | 1.99% | 8 |
|
|
2020
Q4 | $21.7M | Sell |
83,126
-4,293
| -5% | -$1.12M | 2.12% | 5 |
|
|
2020
Q3 | $19.8M | Sell |
87,419
-4,280
| -5% | -$967K | 2.17% | 8 |
|
|
2020
Q2 | $19.7M | Sell |
91,699
-5,459
| -6% | -$1.17M | 2.21% | 6 |
|
|
2020
Q1 | $15.9M | Sell |
97,158
-2,405
| -2% | -$393K | 2.06% | 13 |
|
|
2019
Q4 | $21M | Sell |
99,563
-336
| -0.3% | -$70.8K | 2.1% | 7 |
|
|
2019
Q3 | $19.2M | Sell |
99,899
-7,553
| -7% | -$1.45M | 2.04% | 14 |
|
|
2019
Q2 | $19.9M | Sell |
107,452
-4,370
| -4% | -$807K | 2.11% | 11 |
|
|
2019
Q1 | $19.7M | Sell |
111,822
-1,834
| -2% | -$323K | 2.15% | 9 |
|
|
2018
Q4 | $16M | Sell |
113,656
-1,946
| -2% | -$274K | 2.09% | 19 |
|
|
2018
Q3 | $19.7M | Sell |
115,602
-4,774
| -4% | -$813K | 2.32% | 11 |
|
|
2018
Q2 | $19.7M | Sell |
120,376
-2,840
| -2% | -$465K | 2.4% | 6 |
|
|
2018
Q1 | $18.9M | Sell |
123,216
-1,885
| -2% | -$289K | 2.3% | 10 |
|
|
2017
Q4 | $19.2M | Sell |
125,101
-4,842
| -4% | -$741K | 2.3% | 7 |
|
|
2017
Q3 | $17.6M | Buy |
129,943
+638
| +0.5% | +$86.2K | 2.21% | 10 |
|
|
2017
Q2 | $16M | Buy |
129,305
+318
| +0.2% | +$39.3K | 2.14% | 16 |
|
|
2017
Q1 | $15.5M | Buy |
128,987
+4,495
| +4% | +$539K | 2.05% | 16 |
|
|
2016
Q4 | $14.6M | Buy |
124,492
+1,139
| +0.9% | +$133K | 2.09% | 18 |
|
|
2016
Q3 | $15.1M | Buy |
123,353
+480
| +0.4% | +$58.6K | 2.21% | 12 |
|
|
2016
Q2 | $13.9M | Sell |
122,873
-3,938
| -3% | -$446K | 2.12% | 15 |
|
|
2016
Q1 | $14.6M | Sell |
126,811
-3,351
| -3% | -$387K | 2.47% | 5 |
|
|
2015
Q4 | $13.6M | Sell |
130,162
-6,877
| -5% | -$719K | 2.44% | 8 |
|
|
2015
Q3 | $13.5M | Sell |
137,039
-61
| -0% | -$5.99K | 2.45% | 7 |
|
|
2015
Q2 | $13.3M | Sell |
137,100
-3,889
| -3% | -$376K | 2.31% | 13 |
|
|
2015
Q1 | $13.2M | Buy |
140,989
+1,399
| +1% | +$131K | 2.27% | 15 |
|
|
2014
Q4 | $12.5M | Buy |
139,590
+2,040
| +1% | +$182K | 2.23% | 18 |
|
|
2014
Q3 | $11.2M | Buy |
137,550
+1,510
| +1% | +$123K | 2.14% | 22 |
|
|
2014
Q2 | $11M | Buy |
136,040
+1,895
| +1% | +$153K | 2.09% | 26 |
|
|
2014
Q1 | $10.7M | Sell |
134,145
-1,520
| -1% | -$121K | 2.14% | 23 |
|
|
2013
Q4 | $11.2M | Sell |
135,665
-685
| -0.5% | -$56.3K | 2.29% | 16 |
|
|
2013
Q3 | $10M | Buy |
136,350
+2,875
| +2% | +$212K | 2.19% | 18 |
|
|
2013
Q2 | $9.61M | Buy |
+133,475
| New | +$9.61M | 2.18% | 16 |
|