Heritage Wealth Advisors Accenture PLC Transaction History

Heritage Wealth Advisors

$1.91 Billion
Q1 2025

A detailed history of Heritage Wealth Advisors transactions in Accenture PLC stock. As of the latest transaction made, Heritage Wealth Advisors holds 706 shares of ACN stock, worth $224,289. This represents 0.01% of its overall portfolio holdings.

Number of Shares

706

Previous 1,065 33.71%

Holding current value

$224,289

Previous $374,000 41.18%

% of portfolio

0.01%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$300.91 - $398.25 $108,026 - $142,971	-359 Reduced 33.71%	706 $220,000
Q4 2024 Feb 11, 2025	SELL	$343.9 - $376.86 $10,660 - $11,682	-31 Reduced 2.83%	1,065 $374,000
Q3 2024 Nov 12, 2024	BUY	$295.44 - $355.81 $12,113 - $14,588	41 Added 3.89%	1,096 $387,000
Q2 2024 Dec 12, 2024	SELL	$281.76 - $339.17 $20,004 - $24,081	-71 Reduced 6.31%	1,055 $320,000
Q2 2024 Aug 05, 2024	SELL	$281.76 - $339.17 $20,004 - $24,081	-71 Reduced 6.31%	1,055 $320,000
Q1 2024 May 08, 2024	SELL	$333.82 - $386.91 $15,689 - $18,184	-47 Reduced 4.01%	1,126 $390,000
Q4 2023 Dec 12, 2024	BUY	$290.04 - $354.45 $290 - $354	1 Added 0.09%	1,126 $395,000
Q4 2023 Feb 09, 2024	BUY	$290.04 - $354.45 $13,921 - $17,013	48 Added 4.27%	1,173 $411,000
Q2 2023 Dec 12, 2024	BUY	$263.48 - $323.77 $7,640 - $9,389	29 Added 2.65%	1,125 $347,000
Q2 2023 Aug 09, 2023	SELL	$263.48 - $323.77 $2,634 - $3,237	-10 Reduced 0.88%	1,125 $347,000
Q1 2023 May 04, 2023	BUY	$246.17 - $294.1 $26,586 - $31,762	108 Added 10.52%	1,135 $324,000
Q4 2022 Dec 12, 2024	BUY	$252.72 - $302.91 $51,049 - $61,187	202 Added 24.48%	1,027 $273,000
Q4 2022 Feb 06, 2023	BUY	$252.72 - $302.91 $51,049 - $61,187	202 Added 24.48%	1,027 $273,000
Q3 2022 Dec 12, 2024	SELL	$256.34 - $320.78 $69,468 - $86,931	-271 Reduced 24.73%	825 $212,000
Q4 2021 Feb 02, 2022	SELL	$319.49 - $415.42 $76,358 - $99,285	-239 Reduced 22.46%	825 $342,000
Q2 2021 Aug 09, 2021	SELL	$278.34 - $296.43 $2.44 Million - $2.59 Million	-8,753 Reduced 89.16%	1,064 $313,000
Q2 2021 Jul 27, 2021	BUY	$278.34 - $296.43 $1.75 Million - $1.86 Million	6,283 Added 177.79%	9,817 $2.56 Million
Q1 2021 Apr 27, 2021	SELL	$241.92 - $280.77 $1.52 Million - $1.76 Million	-6,283 Reduced 64.0%	3,534 $976,000
Q4 2020 Feb 01, 2021	BUY	$213.94 - $266.25 $2.05 Million - $2.55 Million	9,578 Added 4007.53%	9,817 $2.56 Million
Q3 2020 Nov 03, 2020	BUY	$214.42 - $247.18 $51,246 - $59,076	239 New	239 $54,000
Q1 2020 May 05, 2020	SELL	$143.69 - $215.92 $2,299 - $3,454	-16 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$182.2 - $212.22 $2,915 - $3,395	16 New	16 $3,000
Q3 2019 Oct 30, 2019	SELL	$185.55 - $201.12 $25,420 - $27,553	-137 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$159.33 - $174.19 $21,828 - $23,864	137 New	137 $23,000

Others Institutions Holding ACN

# of Institutions

2,768

Shares Held

480M

Call Options Held

3.58M

Put Options Held

3.1M

View Full List

About Accenture plc

Ticker ACN
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 630,080,000
Market Cap $200B
Description
Accenture plc, a professional services company, provides strategy and consulting, interactive, and technology and operations services worldwide. The company offers application services, including agile transformation, DevOps, application modernization, enterprise architecture, software and quality engineering, data management, intelligent automa...

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Heritage Wealth Advisors Accenture PLC Transaction History