BerganKDV Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $59.2K | Sell |
192
-58
| -23% | -$17.9K | 0.01% | 359 |
|
|
2023
Q1 | $71.5K | Buy |
250
+26
| +12% | +$7.43K | 0.01% | 353 |
|
|
2022
Q4 | $59.8K | Buy |
224
+1
| +0.4% | +$267 | 0.01% | 363 |
|
|
2022
Q3 | $57K | Sell |
223
-307
| -58% | -$78.5K | 0.01% | 361 |
|
|
2022
Q2 | $147K | Sell |
530
-3
| -0.6% | -$832 | 0.02% | 261 |
|
|
2022
Q1 | $180K | Sell |
533
-313
| -37% | -$106K | 0.02% | 249 |
|
|
2021
Q4 | $351K | Buy |
846
+316
| +60% | +$131K | 0.04% | 222 |
|
|
2021
Q3 | $170K | Buy |
530
+178
| +51% | +$57.1K | 0.02% | 262 |
|
|
2021
Q2 | $104K | Buy |
352
+300
| +577% | +$88.6K | 0.01% | 308 |
|
|
2021
Q1 | $14K | Sell |
52
-4
| -7% | -$1.08K | ﹤0.01% | 526 |
|
|
2020
Q4 | $15K | Buy |
56
+13
| +30% | +$3.48K | ﹤0.01% | 513 |
|
|
2020
Q3 | $10K | Sell |
43
-55
| -56% | -$12.8K | ﹤0.01% | 502 |
|
|
2020
Q2 | $21K | Buy |
98
+15
| +18% | +$3.21K | ﹤0.01% | 446 |
|
|
2020
Q1 | $14K | Sell |
83
-61
| -42% | -$10.3K | ﹤0.01% | 454 |
|
|
2019
Q4 | $30K | Buy |
144
+83
| +136% | +$17.3K | 0.01% | 397 |
|
|
2019
Q3 | $12K | Hold |
61
| – | – | ﹤0.01% | 482 |
|
|
2019
Q2 | $11K | Hold |
61
| – | – | ﹤0.01% | 501 |
|
|
2019
Q1 | $11K | Hold |
61
| – | – | ﹤0.01% | 515 |
|
|
2018
Q4 | $9K | Hold |
61
| – | – | ﹤0.01% | 488 |
|
|
2018
Q3 | $10K | Hold |
61
| – | – | ﹤0.01% | 485 |
|
|
2018
Q2 | $10K | Buy |
+61
| New | +$10K | ﹤0.01% | 496 |
|