WSTAM
Wilbanks Smith & Thomas Asset Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $864K | Buy |
2,494
+39
| +2% | +$13.5K | 0.02% | 255 |
|
|
2023
Q4 | $861K | Sell |
2,455
-285
| -10% | -$100K | 0.03% | 249 |
|
|
2023
Q3 | $842K | Sell |
2,740
-358
| -12% | -$110K | 0.03% | 242 |
|
|
2023
Q2 | $956K | Sell |
3,098
-379
| -11% | -$117K | 0.03% | 226 |
|
|
2023
Q1 | $994K | Buy |
3,477
+256
| +8% | +$73.2K | 0.03% | 216 |
|
|
2022
Q4 | $859K | Sell |
3,221
-20
| -0.6% | -$5.34K | 0.03% | 236 |
|
|
2022
Q3 | $834K | Buy |
3,241
+912
| +39% | +$235K | 0.04% | 234 |
|
|
2022
Q2 | $647K | Buy |
2,329
+463
| +25% | +$129K | 0.03% | 264 |
|
|
2022
Q1 | $569K | Sell |
1,866
-311
| -14% | -$94.8K | 0.02% | 288 |
|
|
2021
Q4 | $903K | Buy |
2,177
+33
| +2% | +$13.7K | 0.03% | 249 |
|
|
2021
Q3 | $686K | Sell |
2,144
-49
| -2% | -$15.7K | 0.03% | 262 |
|
|
2021
Q2 | $647K | Buy |
2,193
+353
| +19% | +$104K | 0.03% | 272 |
|
|
2021
Q1 | $508K | Buy |
1,840
+776
| +73% | +$214K | 0.02% | 282 |
|
|
2020
Q4 | $278K | Sell |
1,064
-64
| -6% | -$16.7K | 0.01% | 352 |
|
|
2020
Q3 | $255K | Sell |
1,128
-2
| -0.2% | -$452 | 0.01% | 334 |
|
|
2020
Q2 | $243K | Buy |
+1,130
| New | +$243K | 0.01% | 343 |
|
|
2020
Q1 | – | Sell |
-2,383
| Closed | -$502K | – | 368 |
|
|
2019
Q4 | $502K | Sell |
2,383
-7
| -0.3% | -$1.48K | 0.03% | 250 |
|
|
2019
Q3 | $460K | Buy |
2,390
+3
| +0.1% | +$577 | 0.03% | 242 |
|
|
2019
Q2 | $441K | Buy |
2,387
+79
| +3% | +$14.6K | 0.03% | 253 |
|
|
2019
Q1 | $406K | Buy |
2,308
+14
| +0.6% | +$2.46K | 0.03% | 263 |
|
|
2018
Q4 | $323K | Buy |
2,294
+249
| +12% | +$35.1K | 0.02% | 250 |
|
|
2018
Q3 | $348K | Sell |
2,045
-67
| -3% | -$11.4K | 0.02% | 282 |
|
|
2018
Q2 | $346K | Buy |
2,112
+32
| +2% | +$5.24K | 0.03% | 241 |
|
|
2018
Q1 | $319K | Buy |
2,080
+363
| +21% | +$55.7K | 0.03% | 249 |
|
|
2017
Q4 | $263K | Hold |
1,717
| – | – | 0.02% | 284 |
|
|
2017
Q3 | $232K | Hold |
1,717
| – | – | 0.02% | 295 |
|
|
2017
Q2 | $212K | Sell |
1,717
-50
| -3% | -$6.17K | 0.02% | 303 |
|
|
2017
Q1 | $212K | Sell |
1,767
-26
| -1% | -$3.12K | 0.02% | 295 |
|
|
2016
Q4 | $210K | Buy |
1,793
+144
| +9% | +$16.9K | 0.02% | 278 |
|
|
2016
Q3 | $201K | Buy |
+1,649
| New | +$201K | 0.02% | 270 |
|
|
2014
Q2 | – | Sell |
-2,582
| Closed | -$206K | – | 294 |
|
|
2014
Q1 | $206K | Sell |
2,582
-857
| -25% | -$68.4K | 0.02% | 262 |
|
|
2013
Q4 | $283K | Buy |
3,439
+182
| +6% | +$15K | 0.03% | 222 |
|
|
2013
Q3 | $240K | Sell |
3,257
-25
| -0.8% | -$1.84K | 0.03% | 236 |
|
|
2013
Q2 | $236K | Buy |
+3,282
| New | +$236K | 0.04% | 225 |
|