Accenture shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Accenture (ACN) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Accenture
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Quarterly reported holdings in Accenture by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $292k | 842 | 346.61 |
| 2023-09-30 | $230k | 748 | 307.11 |
| 2023-06-30 | $342k | 1.1k | 308.58 |
| 2023-03-31 | $316k | 1.1k | 285.81 |
| 2022-12-31 | $317k | 1.2k | 267.03 |
| 2022-09-30 | $306k | 1.2k | 257.14 |
| 2022-06-30 | $330k | 1.2k | 277.54 |
| 2022-03-31 | $437k | 1.3k | 337.19 |
| 2021-12-31 | $537k | 1.3k | 414.35 |
| 2021-09-30 | $377k | 1.2k | 320.58 |
| 2021-06-30 | $368k | 1.2k | 295.35 |
| 2021-03-31 | $344k | 1.2k | 276.08 |
| 2020-12-31 | $325k | 1.2k | 260.83 |
| 2020-09-30 | $278k | 1.2k | 226.20 |
| 2020-06-30 | $258k | 1.2k | 214.64 |
| 2020-03-31 | $218k | 1.3k | 163.79 |
| 2019-12-31 | $273k | 1.3k | 210.81 |
| 2019-09-30 | $259k | 1.3k | 192.28 |
| 2019-06-30 | $235k | 1.3k | 184.60 |
| 2019-03-31 | $224k | 1.3k | 176.10 |
| 2018-12-31 | $263k | 1.9k | 140.87 |
| 2018-09-30 | $278k | 1.6k | 170.24 |
| 2018-06-30 | $1.8M | 11k | 163.59 |
| 2018-03-31 | $1.6M | 11k | 153.45 |
| 2017-12-31 | $1.5M | 9.6k | 153.03 |
| 2017-09-30 | $1.2M | 9.0k | 135.08 |
| 2017-06-30 | $1.0M | 8.3k | 123.67 |
| 2017-03-31 | $835k | 7.0k | 119.87 |
| 2016-12-31 | $742k | 6.3k | 117.16 |
| 2016-09-30 | $759k | 6.2k | 122.14 |
| 2016-06-30 | $741k | 6.5k | 113.29 |
| 2016-03-31 | $761k | 6.6k | 115.46 |
| 2015-12-31 | $678k | 6.5k | 104.45 |
| 2015-09-30 | $590k | 6.0k | 98.27 |
| 2015-06-30 | $394k | 4.1k | 96.90 |
| 2015-03-31 | $269k | 2.9k | 93.73 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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