Avitas Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.75M | Buy |
4,985
+40
| +0.8% | +$14.1K | 0.24% | 99 |
|
|
2024
Q3 | $1.75M | Buy |
4,945
+68
| +1% | +$24K | 0.25% | 107 |
|
|
2024
Q2 | $1.48M | Buy |
4,877
+14
| +0.3% | +$4.25K | 0.22% | 109 |
|
|
2024
Q1 | $1.69M | Buy |
4,863
+64
| +1% | +$22.2K | 0.26% | 106 |
|
|
2023
Q4 | $1.68M | Buy |
4,799
+161
| +3% | +$56.5K | 0.28% | 100 |
|
|
2023
Q3 | $1.42M | Sell |
4,638
-23
| -0.5% | -$7.06K | 0.27% | 99 |
|
|
2023
Q2 | $1.44M | Buy |
+4,661
| New | +$1.44M | 0.26% | 105 |
|
|
2023
Q1 | – | Sell |
-5,241
| Closed | -$1.4M | – | 199 |
|
|
2022
Q4 | $1.4M | Sell |
5,241
-7
| -0.1% | -$1.87K | 0.3% | 93 |
|
|
2022
Q3 | $1.35M | Buy |
+5,248
| New | +$1.35M | 0.31% | 95 |
|
|
2022
Q2 | – | Sell |
-2,069
| Closed | -$698K | – | 191 |
|
|
2022
Q1 | $698K | Buy |
+2,069
| New | +$698K | 0.13% | 145 |
|