VA
Valmark Advisers’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Sell |
13,714
-52
| -0.4% | -$15.5K | 0.06% | 131 |
|
|
2025
Q1 | $4.3M | Sell |
13,766
-4,105
| -23% | -$1.28M | 0.06% | 121 |
|
|
2024
Q4 | $6.29M | Buy |
17,871
+3,301
| +23% | +$1.16M | 0.1% | 94 |
|
|
2024
Q3 | $5.15M | Sell |
14,570
-72
| -0.5% | -$25.5K | 0.08% | 99 |
|
|
2024
Q2 | $4.44M | Buy |
14,642
+404
| +3% | +$123K | 0.08% | 102 |
|
|
2024
Q1 | $4.94M | Sell |
14,238
-237
| -2% | -$82.1K | 0.09% | 94 |
|
|
2023
Q4 | $5.08M | Buy |
14,475
+1
| +0% | +$351 | 0.1% | 88 |
|
|
2023
Q3 | $4.45M | Sell |
14,474
-3
| -0% | -$921 | 0.09% | 83 |
|
|
2023
Q2 | $4.47M | Sell |
14,477
-3
| -0% | -$926 | 0.09% | 83 |
|
|
2023
Q1 | $4.14M | Buy |
14,480
+44
| +0.3% | +$12.6K | 0.09% | 79 |
|
|
2022
Q4 | $3.85M | Sell |
14,436
-17
| -0.1% | -$4.54K | 0.09% | 82 |
|
|
2022
Q3 | $3.72M | Buy |
14,453
+10
| +0.1% | +$2.57K | 0.07% | 75 |
|
|
2022
Q2 | $4.01M | Sell |
14,443
-242
| -2% | -$67.2K | 0.08% | 72 |
|
|
2022
Q1 | $4.95M | Sell |
14,685
-23
| -0.2% | -$7.76K | 0.09% | 70 |
|
|
2021
Q4 | $6.1M | Buy |
14,708
+45
| +0.3% | +$18.7K | 0.11% | 63 |
|
|
2021
Q3 | $4.69M | Buy |
14,663
+36
| +0.2% | +$11.5K | 0.09% | 66 |
|
|
2021
Q2 | $4.31M | Sell |
14,627
-20
| -0.1% | -$5.9K | 0.08% | 67 |
|
|
2021
Q1 | $4.05M | Buy |
14,647
+193
| +1% | +$53.3K | 0.08% | 64 |
|
|
2020
Q4 | $3.78M | Sell |
14,454
-6,579
| -31% | -$1.72M | 0.08% | 65 |
|
|
2020
Q3 | $4.75M | Buy |
21,033
+47
| +0.2% | +$10.6K | 0.11% | 54 |
|
|
2020
Q2 | $4.51M | Sell |
20,986
-471
| -2% | -$101K | 0.11% | 52 |
|
|
2020
Q1 | $3.5M | Buy |
21,457
+1,454
| +7% | +$237K | 0.09% | 50 |
|
|
2019
Q4 | $4.21M | Sell |
20,003
-142
| -0.7% | -$29.9K | 0.09% | 43 |
|
|
2019
Q3 | $3.88M | Buy |
20,145
+145
| +0.7% | +$27.9K | 0.09% | 49 |
|
|
2019
Q2 | $3.7M | Sell |
20,000
-11,250
| -36% | -$2.08M | 0.08% | 50 |
|
|
2019
Q1 | $5.5M | Sell |
31,250
-45
| -0.1% | -$7.92K | 0.12% | 41 |
|
|
2018
Q4 | $4.41M | Sell |
31,295
-6
| -0% | -$846 | 0.11% | 42 |
|
|
2018
Q3 | $5.33M | Hold |
31,301
| – | – | 0.12% | 38 |
|
|
2018
Q2 | $5.12M | Buy |
+31,301
| New | +$5.12M | 0.11% | 38 |
|