Addison Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $567K | Sell |
2,861
-19
| -0.7% | -$4.43K | 0.13% | 118 |
|
|
2025
Q4 | $773K | Buy |
2,880
+1,079
| +60% | +$274K | 0.17% | 95 |
|
|
2025
Q3 | $444K | Sell |
1,801
-1,138
| -39% | -$297K | 0.1% | 134 |
|
|
2025
Q2 | $878K | Sell |
2,939
-37
| -1% | -$11.3K | 0.22% | 82 |
|
|
2025
Q1 | $929K | Sell |
2,976
-316
| -10% | -$112K | 0.25% | 68 |
|
|
2024
Q4 | $1.16M | Buy |
3,292
+3
| +0.1% | +$1.08K | 0.32% | 64 |
|
|
2024
Q3 | $1.16M | Buy |
3,289
+20
| +0.6% | +$6.58K | 0.32% | 62 |
|
|
2024
Q2 | $992K | Buy |
3,269
+68
| +2% | +$20.8K | 0.32% | 64 |
|
|
2024
Q1 | $1.11M | Buy |
3,201
+20
| +0.6% | +$7.29K | 0.38% | 59 |
|
|
2023
Q4 | $1.12M | Buy |
3,181
+28
| +0.9% | +$9.03K | 0.43% | 50 |
|
|
2023
Q3 | $968K | Buy |
3,153
+45
| +1% | +$14.2K | 0.45% | 49 |
|
|
2023
Q2 | $959K | Buy |
3,108
+58
| +2% | +$16.9K | 0.47% | 46 |
|
|
2023
Q1 | $872K | Buy |
3,050
+73
| +2% | +$19.9K | 0.49% | 48 |
|
|
2022
Q4 | $794K | Buy |
2,977
+865
| +41% | +$239K | 0.48% | 46 |
|
|
2022
Q3 | $543K | Sell |
2,112
-3
| -0.1% | -$867 | 0.34% | 59 |
|
|
2022
Q2 | $587K | Sell |
2,115
-493
| -19% | -$148K | 0.36% | 60 |
|
|
2022
Q1 | $879K | Buy |
2,608
+795
| +44% | +$268K | 0.48% | 48 |
|
|
2021
Q4 | $752K | Buy |
1,813
+395
| +28% | +$144K | 0.47% | 42 |
|
|
2021
Q3 | $454K | Hold |
1,418
| – | – | 0.36% | 46 |
|
|
2021
Q2 | $418K | Buy |
+1,418
| New | +$406K | 0.34% | 50 |
|
|
2020
Q4 | $370K | Buy |
+1,418
| New | +$340K | 0.35% | 53 |
|
Other funds holding ACN
VCM
VPM