WAM
Wealthspire Advisors (Maryland)’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $17.5M | Sell |
77,325
-284,079
| -79% | -$64.2M | 0.62% | 26 |
|
|
2020
Q2 | $77.6M | Buy |
361,404
+10,040
| +3% | +$2.16M | 5.55% | 3 |
|
|
2020
Q1 | $57.4M | Sell |
351,364
-17,753
| -5% | -$2.9M | 4.99% | 3 |
|
|
2019
Q4 | $77.7M | Buy |
369,117
+18,943
| +5% | +$3.99M | 5.21% | 4 |
|
|
2019
Q3 | $67.4M | Buy |
350,174
+5,212
| +2% | +$1M | 4.93% | 4 |
|
|
2019
Q2 | $63.7M | Buy |
344,962
+3,156
| +0.9% | +$583K | 4.77% | 4 |
|
|
2019
Q1 | $60.2M | Sell |
341,806
-875
| -0.3% | -$154K | 4.54% | 4 |
|
|
2018
Q4 | $48.3M | Buy |
342,681
+2,602
| +0.8% | +$367K | 4.3% | 4 |
|
|
2018
Q3 | $57.9M | Buy |
340,079
+67,260
| +25% | +$11.4M | 4.77% | 4 |
|
|
2018
Q2 | $44.6M | Buy |
272,819
+214,084
| +364% | +$35M | 4.04% | 4 |
|
|
2018
Q1 | $9.02M | Sell |
58,735
-630
| -1% | -$96.7K | 0.85% | 20 |
|
|
2017
Q4 | $9.09M | Buy |
59,365
+1,175
| +2% | +$180K | 0.88% | 18 |
|
|
2017
Q3 | $7.86M | Sell |
58,190
-1,869
| -3% | -$252K | 0.86% | 20 |
|
|
2017
Q2 | $7.43M | Buy |
60,059
+4,099
| +7% | +$507K | 0.88% | 18 |
|
|
2017
Q1 | $6.71M | Buy |
55,960
+3,252
| +6% | +$390K | 0.95% | 18 |
|
|
2016
Q4 | $6.17M | Buy |
52,708
+904
| +2% | +$106K | 0.92% | 17 |
|
|
2016
Q3 | $6.33M | Sell |
51,804
-253
| -0.5% | -$30.9K | 0.99% | 16 |
|
|
2016
Q2 | $5.9M | Sell |
52,057
-1,057
| -2% | -$120K | 0.98% | 16 |
|
|
2016
Q1 | $6.13M | Sell |
53,114
-2,631
| -5% | -$304K | 1.08% | 15 |
|
|
2015
Q4 | $5.83M | Buy |
+55,745
| New | +$5.83M | 1.08% | 16 |
|