Altavista Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $5.08M | Buy |
12,247
+247
| +2% | +$102K | 1.02% | 27 |
|
2021
Q3 | $3.84M | Buy |
12,000
+86
| +0.7% | +$27.5K | 0.85% | 32 |
|
2021
Q2 | $3.51M | Buy |
11,914
+1,026
| +9% | +$302K | 0.77% | 36 |
|
2021
Q1 | $3.01M | Buy |
10,888
+7,206
| +196% | +$1.99M | 0.73% | 35 |
|
2020
Q4 | $962K | Buy |
3,682
+1,997
| +119% | +$522K | 0.24% | 74 |
|
2020
Q3 | $381K | Buy |
1,685
+592
| +54% | +$134K | 0.1% | 124 |
|
2020
Q2 | $235K | Sell |
1,093
-325
| -23% | -$69.9K | 0.07% | 152 |
|
2020
Q1 | $232K | Buy |
1,418
+170
| +14% | +$27.8K | 0.08% | 143 |
|
2019
Q4 | $263K | Hold |
1,248
| – | – | 0.08% | 148 |
|
2019
Q3 | $240K | Sell |
1,248
-150
| -11% | -$28.8K | 0.07% | 150 |
|
2019
Q2 | $258K | Buy |
1,398
+50
| +4% | +$9.23K | 0.08% | 136 |
|
2019
Q1 | $237K | Buy |
+1,348
| New | +$237K | 0.08% | 139 |
|
2018
Q4 | – | Sell |
-1,248
| Closed | -$212K | – | 146 |
|
2018
Q3 | $212K | Hold |
1,248
| – | – | 0.08% | 145 |
|
2018
Q2 | $204K | Buy |
+1,248
| New | +$204K | 0.08% | 141 |
|