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 |
|