Beaumont Financial 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 | $558K | Sell |
2,814
-86
| -3% | -$20K | 0.04% | 221 |
|
|
2025
Q4 | $778K | Sell |
2,900
-208
| -7% | -$52.8K | 0.05% | 182 |
|
|
2025
Q3 | $766K | Buy |
3,108
+840
| +37% | +$219K | 0.05% | 190 |
|
|
2025
Q2 | $678K | Buy |
2,268
+57
| +3% | +$17.4K | 0.05% | 192 |
|
|
2025
Q1 | $690K | Buy |
2,211
+423
| +24% | +$149K | 0.05% | 188 |
|
|
2024
Q4 | $629K | Buy |
1,788
+827
| +86% | +$298K | 0.05% | 197 |
|
|
2024
Q3 | $340K | Sell |
961
-565
| -37% | -$186K | 0.03% | 259 |
|
|
2024
Q2 | $463K | Buy |
1,526
+23
| +2% | +$7.05K | 0.04% | 217 |
|
|
2024
Q1 | $521K | Buy |
1,503
+6
| +0.4% | +$2.19K | 0.04% | 198 |
|
|
2023
Q4 | $525K | Buy |
1,497
+24
| +2% | +$7.74K | 0.05% | 190 |
|
|
2023
Q3 | $452K | Buy |
1,473
+2
| +0.1% | +$630 | 0.05% | 190 |
|
|
2023
Q2 | $454K | Buy |
1,471
+35
| +2% | +$10.2K | 0.04% | 203 |
|
|
2023
Q1 | $410K | Hold |
1,436
| – | – | 0.04% | 193 |
|
|
2022
Q4 | $383K | Sell |
1,436
-1,510
| -51% | -$418K | 0.04% | 204 |
|
|
2022
Q3 | $758K | Sell |
2,946
-2
| -0.1% | -$578 | 0.07% | 139 |
|
|
2022
Q2 | $818K | Sell |
2,948
-439
| -13% | -$132K | 0.07% | 139 |
|
|
2022
Q1 | $1.14M | Sell |
3,387
-52
| -2% | -$17.5K | 0.09% | 145 |
|
|
2021
Q4 | $1.43M | Sell |
3,439
-269
| -7% | -$98K | 0.1% | 121 |
|
|
2021
Q3 | $1.19M | Sell |
3,708
-365
| -9% | -$119K | 0.09% | 127 |
|
|
2021
Q2 | $1.2M | Hold |
4,073
| – | – | 0.09% | 125 |
|
|
2021
Q1 | $1.13M | Sell |
4,073
-26
| -0.6% | -$6.72K | 0.1% | 133 |
|
|
2020
Q4 | $1.07M | Buy |
4,099
+1,588
| +63% | +$381K | 0.1% | 131 |
|
|
2020
Q3 | $567K | Sell |
2,511
-525
| -17% | -$120K | 0.05% | 185 |
|
|
2020
Q2 | $652K | Sell |
3,036
-66
| -2% | -$12.5K | 0.07% | 158 |
|
|
2020
Q1 | $506K | Buy |
3,102
+254
| +9% | +$48.9K | 0.06% | 140 |
|
|
2019
Q4 | $600K | Buy |
2,848
+73
| +3% | +$14.2K | 0.06% | 165 |
|
|
2019
Q3 | $534K | Buy |
2,775
+24
| +0.9% | +$4.64K | 0.05% | 162 |
|
|
2019
Q2 | $508K | Buy |
2,751
+298
| +12% | +$53.5K | 0.05% | 150 |
|
|
2019
Q1 | $432K | Hold |
2,453
| – | – | 0.05% | 161 |
|
|
2018
Q4 | $346K | Buy |
2,453
+16
| +0.7% | +$2.53K | 0.06% | 148 |
|
|
2018
Q3 | $415K | Hold |
2,437
| – | – | 0.04% | 162 |
|
|
2018
Q2 | $399K | Buy |
2,437
+1
| +0% | +$156 | 0.04% | 144 |
|
|
2018
Q1 | $374K | Buy |
2,436
+10
| +0.4% | +$1.58K | 0.04% | 155 |
|
|
2017
Q4 | $371K | Buy |
2,426
+1
| +0% | +$145 | 0.04% | 135 |
|
|
2017
Q3 | $328K | Buy |
2,425
+2
| +0.1% | +$261 | 0.04% | 139 |
|
|
2017
Q2 | $300K | Sell |
2,423
-2,018
| -45% | -$246K | 0.04% | 148 |
|
|
2017
Q1 | $532K | Buy |
+4,441
| New | +$530K | 0.07% | 114 |
|
Other funds holding ACN
VCM
VPM
