VHAM
Van Hulzen Asset Management’s Accenture ACN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-224
| Closed | -$78.8K | – | 321 |
|
2024
Q4 | $78.8K | Buy |
+224
| New | +$78.8K | 0.01% | 431 |
|
2024
Q2 | – | Sell |
-2,716
| Closed | -$941K | – | 303 |
|
2024
Q1 | $941K | Sell |
2,716
-482
| -15% | -$167K | 0.06% | 172 |
|
2023
Q4 | $1.12M | Sell |
3,198
-771
| -19% | -$271K | 0.08% | 148 |
|
2023
Q3 | $1.22M | Buy |
+3,969
| New | +$1.22M | 0.09% | 136 |
|
2020
Q1 | – | Sell |
-1,676
| Closed | -$353K | – | 248 |
|
2019
Q4 | $353K | Sell |
1,676
-108
| -6% | -$22.7K | 0.07% | 196 |
|
2019
Q3 | $343K | Sell |
1,784
-180
| -9% | -$34.6K | 0.07% | 189 |
|
2019
Q2 | $363K | Sell |
1,964
-39,383
| -95% | -$7.28M | 0.08% | 178 |
|
2019
Q1 | $7.28M | Buy |
41,347
+1,216
| +3% | +$214K | 1.96% | 14 |
|
2018
Q4 | $5.66M | Buy |
40,131
+35,219
| +717% | +$4.97M | 1.64% | 14 |
|
2018
Q3 | $836K | Sell |
4,912
-8,454
| -63% | -$1.44M | 0.22% | 85 |
|
2018
Q2 | $2.19M | Buy |
13,366
+3,935
| +42% | +$644K | 0.65% | 49 |
|
2018
Q1 | $1.45M | Sell |
9,431
-5,281
| -36% | -$811K | 0.44% | 61 |
|
2017
Q4 | $2.25M | Sell |
14,712
-3,344
| -19% | -$512K | 0.69% | 50 |
|
2017
Q3 | $2.44M | Sell |
18,056
-16,965
| -48% | -$2.29M | 0.82% | 45 |
|
2017
Q2 | $4.33M | Buy |
35,021
+1,196
| +4% | +$148K | 1.72% | 20 |
|
2017
Q1 | $4.06M | Buy |
33,825
+22,028
| +187% | +$2.64M | 1.86% | 14 |
|
2016
Q4 | $1.38M | Sell |
11,797
-13,554
| -53% | -$1.59M | 0.64% | 52 |
|
2016
Q3 | $3.1M | Buy |
+25,351
| New | +$3.1M | 1.68% | 17 |
|
2016
Q2 | – | Sell |
-23,955
| Closed | -$2.76M | – | 145 |
|
2016
Q1 | $2.76M | Buy |
+23,955
| New | +$2.76M | 1.57% | 20 |
|