WGCA
Wolf Group Capital Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.05M | Sell |
9,773
-623
| -6% | -$194K | 1.02% | 24 |
|
|
2024
Q4 | $3.21M | Hold |
10,396
| – | – | 1.55% | 19 |
|
|
2024
Q3 | $3.21M | Buy |
10,396
+405
| +4% | +$125K | 1.52% | 20 |
|
|
2024
Q2 | $3.03M | Sell |
9,991
-405
| -4% | -$123K | 1.19% | 23 |
|
|
2024
Q1 | $3.21M | Hold |
10,396
| – | – | 1.52% | 20 |
|
|
2023
Q4 | $3.21M | Buy |
10,396
+223
| +2% | +$68.8K | 1.52% | 20 |
|
|
2023
Q3 | $3.12M | Sell |
10,173
-234
| -2% | -$71.9K | 1.48% | 20 |
|
|
2023
Q2 | $3.18M | Sell |
10,407
-274
| -3% | -$83.6K | 1.58% | 19 |
|
|
2023
Q1 | $3.05M | Sell |
10,681
-855
| -7% | -$244K | 1.52% | 18 |
|
|
2022
Q4 | $3.08M | Buy |
11,536
+482
| +4% | +$129K | 1.45% | 20 |
|
|
2022
Q3 | $2.84M | Sell |
11,054
-81
| -0.7% | -$20.8K | 1.56% | 18 |
|
|
2022
Q2 | $3.09M | Sell |
11,135
-1,113
| -9% | -$309K | 1.61% | 17 |
|
|
2022
Q1 | $4.13M | Sell |
12,248
-25,699
| -68% | -$8.67M | 2.11% | 9 |
|
|
2021
Q4 | $15.7M | Buy |
37,947
+25,355
| +201% | +$10.5M | 2.57% | 6 |
|
|
2021
Q3 | $4.03M | Sell |
12,592
-281
| -2% | -$89.9K | 2.2% | 10 |
|
|
2021
Q2 | $3.8M | Sell |
12,873
-184
| -1% | -$54.2K | 2.04% | 12 |
|
|
2021
Q1 | $3.61M | Buy |
13,057
+218
| +2% | +$60.2K | 2.08% | 11 |
|
|
2020
Q4 | $3.35M | Sell |
12,839
-89
| -0.7% | -$23.3K | 2.08% | 10 |
|
|
2020
Q3 | $2.92M | Sell |
12,928
-106
| -0.8% | -$24K | 2.03% | 11 |
|
|
2020
Q2 | $2.8M | Sell |
13,034
-41
| -0.3% | -$8.81K | 2.09% | 16 |
|
|
2020
Q1 | $2.14M | Sell |
13,075
-33
| -0.3% | -$5.39K | 1.78% | 20 |
|
|
2019
Q4 | $2.76M | Sell |
13,108
-3,193
| -20% | -$672K | 1.81% | 20 |
|
|
2019
Q3 | $3.14M | Sell |
16,301
-392
| -2% | -$75.4K | 2.16% | 15 |
|
|
2019
Q2 | $3.08M | Sell |
16,693
-728
| -4% | -$134K | 2.14% | 16 |
|
|
2019
Q1 | $3.07M | Sell |
17,421
-223
| -1% | -$39.2K | 2.11% | 16 |
|
|
2018
Q4 | $2.49M | Hold |
17,644
| – | – | 1.85% | 17 |
|
|
2018
Q3 | $3M | Sell |
17,644
-1,036
| -6% | -$176K | 1.96% | 13 |
|
|
2018
Q2 | $3.06M | Sell |
18,680
-47
| -0.3% | -$7.69K | 1.99% | 11 |
|
|
2018
Q1 | $2.88M | Buy |
18,727
+1,134
| +6% | +$174K | 1.9% | 13 |
|
|
2017
Q4 | $2.69M | Sell |
17,593
-126
| -0.7% | -$19.3K | 1.68% | 14 |
|
|
2017
Q3 | $2.47M | Sell |
17,719
-4,065
| -19% | -$566K | 1.71% | 13 |
|
|
2017
Q2 | $2.69M | Sell |
21,784
-4,626
| -18% | -$572K | 2.07% | 13 |
|
|
2017
Q1 | $3.17M | Sell |
26,410
-476
| -2% | -$57.1K | 2.08% | 8 |
|
|
2016
Q4 | $3.15M | Sell |
26,886
-1,016
| -4% | -$119K | 2.12% | 10 |
|
|
2016
Q3 | $3.41M | Sell |
27,902
-1,308
| -4% | -$160K | 2.38% | 4 |
|
|
2016
Q2 | $3.31M | Sell |
29,210
-3,259
| -10% | -$369K | 2.44% | 1 |
|
|
2016
Q1 | $3.75M | Buy |
+32,469
| New | +$3.75M | 2.82% | 1 |
|
|
2015
Q2 | – | Sell |
-15,463
| Closed | -$1.45M | – | 102 |
|
|
2015
Q1 | $1.45M | Buy |
15,463
+10
| +0.1% | +$937 | 1% | 41 |
|
|
2014
Q4 | $1.38M | Buy |
15,453
+49
| +0.3% | +$4.38K | 1% | 37 |
|
|
2014
Q3 | $1.25M | Buy |
15,404
+935
| +6% | +$76.1K | 0.94% | 45 |
|
|
2014
Q2 | $1.17M | Hold |
14,469
| – | – | 0.85% | 49 |
|
|
2014
Q1 | $1.15M | Buy |
14,469
+200
| +1% | +$15.9K | 0.89% | 46 |
|
|
2013
Q4 | $1.17M | Buy |
+14,269
| New | +$1.17M | 0.94% | 44 |
|