Alan B. Lancz & Associates’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-574
| Closed | -$203K | – | 128 |
|
|
2024
Q3 | $203K | Buy |
+574
| New | +$203K | 0.19% | 130 |
|
|
2023
Q4 | $211K | Buy |
+600
| New | +$211K | 0.22% | 119 |
|
|
2023
Q3 | – | Sell |
-700
| Closed | -$216K | – | 131 |
|
|
2023
Q2 | $216K | Hold |
700
| – | – | 0.23% | 116 |
|
|
2023
Q1 | $200K | Hold |
700
| – | – | 0.21% | 124 |
|
|
2022
Q4 | $197K | Hold |
700
| – | – | 0.2% | 133 |
|
|
2022
Q3 | $180K | Hold |
700
| – | – | 0.21% | 120 |
|
|
2022
Q2 | $214K | Sell |
700
-18
| -3% | -$5.5K | 0.21% | 120 |
|
|
2022
Q1 | $242K | Hold |
718
| – | – | 0.21% | 123 |
|
|
2021
Q4 | $298K | Buy |
+718
| New | +$298K | 0.26% | 105 |
|