WA
Waverly Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1M | Buy |
97,416
+2,747
| +3% | +$821K | 0.32% | 66 |
|
|
2025
Q1 | $29.5M | Buy |
94,669
+25,472
| +37% | +$7.95M | 0.36% | 63 |
|
|
2024
Q4 | $24.3M | Buy |
69,197
+1,518
| +2% | +$534K | 0.38% | 58 |
|
|
2024
Q3 | $23.9M | Buy |
67,679
+8,340
| +14% | +$2.95M | 0.44% | 45 |
|
|
2024
Q2 | $18M | Buy |
59,339
+36,291
| +157% | +$11M | 0.35% | 52 |
|
|
2024
Q1 | $7.99M | Buy |
23,048
+13,325
| +137% | +$4.62M | 0.19% | 105 |
|
|
2023
Q4 | $3.41M | Sell |
9,723
-53
| -0.5% | -$18.6K | 0.13% | 107 |
|
|
2023
Q3 | $3M | Buy |
9,776
+18
| +0.2% | +$5.53K | 0.13% | 109 |
|
|
2023
Q2 | $3.01M | Buy |
9,758
+126
| +1% | +$38.9K | 0.13% | 109 |
|
|
2023
Q1 | $2.75M | Buy |
9,632
+14
| +0.1% | +$4K | 0.14% | 87 |
|
|
2022
Q4 | $2.57M | Sell |
9,618
-63
| -0.7% | -$16.8K | 0.14% | 80 |
|
|
2022
Q3 | $2.49M | Buy |
9,681
+8,872
| +1,097% | +$2.28M | 0.18% | 61 |
|
|
2022
Q2 | $225K | Sell |
809
-29
| -3% | -$8.07K | 0.02% | 187 |
|
|
2022
Q1 | $283K | Buy |
838
+23
| +3% | +$7.77K | 0.02% | 160 |
|
|
2021
Q4 | $269K | Sell |
815
-228
| -22% | -$75.3K | 0.02% | 172 |
|
|
2021
Q3 | $381K | Buy |
1,043
+101
| +11% | +$36.9K | 0.03% | 146 |
|
|
2021
Q2 | $304K | Sell |
942
-22
| -2% | -$7.1K | 0.03% | 152 |
|
|
2021
Q1 | $274K | Buy |
+964
| New | +$274K | 0.03% | 145 |
|
|
2018
Q1 | – | Sell |
-2,006
| Closed | -$307K | – | 180 |
|
|
2017
Q4 | $307K | Buy |
2,006
+328
| +20% | +$50.2K | 0.04% | 192 |
|
|
2017
Q3 | $227K | Buy |
+1,678
| New | +$227K | 0.05% | 210 |
|
|
2014
Q4 | – | Sell |
-164
| Closed | -$13K | – | 408 |
|
|
2014
Q3 | $13K | Hold |
164
| – | – | 0.01% | 410 |
|
|
2014
Q2 | $13K | Buy |
164
+25
| +18% | +$1.98K | 0.01% | 394 |
|
|
2014
Q1 | $11K | Buy |
139
+22
| +19% | +$1.74K | 0.01% | 395 |
|
|
2013
Q4 | $10K | Buy |
+117
| New | +$10K | ﹤0.01% | 551 |
|