Berger Financial Group’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-589
Closed -$207K 414
2024
Q4
$207K Sell
589
-54
-8% -$19K 0.01% 401
2024
Q3
$227K Buy
+643
New +$227K 0.02% 357
2024
Q1
Sell
-720
Closed -$253K 362
2023
Q4
$253K Buy
+720
New +$253K 0.03% 264
2023
Q3
Sell
-667
Closed -$206K 277
2023
Q2
$206K Buy
+667
New +$206K 0.02% 278
2023
Q1
Sell
-845
Closed -$225K 267
2022
Q4
$225K Sell
845
-90
-10% -$24K 0.03% 237
2022
Q3
$241K Sell
935
-13
-1% -$3.35K 0.04% 212
2022
Q2
$263K Sell
948
-85
-8% -$23.6K 0.04% 199
2022
Q1
$348K Sell
1,033
-15,313
-94% -$5.16M 0.04% 184
2021
Q4
$6.78M Buy
16,346
+205
+1% +$85K 0.9% 28
2021
Q3
$5.16M Sell
16,141
-190
-1% -$60.8K 0.93% 30
2021
Q2
$4.81M Buy
16,331
+382
+2% +$113K 0.87% 35
2021
Q1
$4.41M Buy
+15,949
New +$4.41M 0.96% 31