Atria Wealth Solutions’s Accenture ACN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.59M Sell
8,643
-9,915
-53% -$2.97M 0.06% 351
2025
Q1
$5.79M Sell
18,558
-216
-1% -$67.4K 0.07% 294
2024
Q4
$6.6M Sell
18,774
-2,861
-13% -$1.01M 0.07% 282
2024
Q3
$7.65M Sell
21,635
-418
-2% -$148K 0.08% 251
2024
Q2
$6.69M Sell
22,053
-970
-4% -$294K 0.07% 268
2024
Q1
$7.98M Buy
23,023
+1,270
+6% +$440K 0.09% 235
2023
Q4
$7.63M Buy
21,753
+2,374
+12% +$833K 0.1% 216
2023
Q3
$5.95M Buy
19,379
+1,003
+5% +$308K 0.08% 247
2023
Q2
$5.67M Buy
18,376
+1,943
+12% +$600K 0.08% 249
2023
Q1
$4.7M Buy
16,433
+1,877
+13% +$536K 0.07% 282
2022
Q4
$3.88M Sell
14,556
-64
-0.4% -$17.1K 0.06% 309
2022
Q3
$3.76M Buy
14,620
+4,147
+40% +$1.07M 0.07% 296
2022
Q2
$2.91M Sell
10,473
-284
-3% -$78.9K 0.05% 334
2022
Q1
$3.63M Buy
+10,757
New +$3.63M 0.06% 314