Berman Capital Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $684K | Buy |
2,141
+324
| +18% | +$104K | 0.11% | 101 |
|
|
2021
Q2 | $535K | Buy |
1,817
+394
| +28% | +$116K | 0.09% | 110 |
|
|
2021
Q1 | $392K | Buy |
1,423
+256
| +22% | +$70.5K | 0.08% | 117 |
|
|
2020
Q4 | $304K | Buy |
1,167
+161
| +16% | +$41.9K | 0.07% | 120 |
|
|
2020
Q3 | $227K | Buy |
1,006
+4
| +0.4% | +$903 | 0.06% | 137 |
|
|
2020
Q2 | $215K | Buy |
1,002
+259
| +35% | +$55.6K | 0.06% | 137 |
|
|
2020
Q1 | $120K | Sell |
743
-507
| -41% | -$81.9K | 0.04% | 173 |
|
|
2019
Q4 | $262K | Hold |
1,250
| – | – | 0.08% | 113 |
|
|
2019
Q3 | $239K | Sell |
1,250
-8
| -0.6% | -$1.53K | 0.07% | 115 |
|
|
2019
Q2 | $232K | Buy |
1,258
+20
| +2% | +$3.69K | 0.07% | 119 |
|
|
2019
Q1 | $217K | Buy |
1,238
+141
| +13% | +$24.7K | 0.07% | 118 |
|
|
2018
Q4 | $153K | Sell |
1,097
-164
| -13% | -$22.9K | 0.06% | 126 |
|
|
2018
Q3 | $215K | Hold |
1,261
| – | – | 0.09% | 97 |
|
|
2018
Q2 | $207K | Buy |
+1,261
| New | +$207K | 0.07% | 112 |
|