Beverly Hills Private Wealth’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
5,120
-377
| -7% | -$113K | 0.29% | 93 |
|
|
2025
Q1 | $1.72M | Sell |
5,497
-198
| -3% | -$61.8K | 0.34% | 82 |
|
|
2024
Q4 | $2M | Sell |
5,695
-199
| -3% | -$70K | 0.4% | 71 |
|
|
2024
Q3 | $2.08M | Sell |
5,894
-916
| -13% | -$324K | 0.42% | 70 |
|
|
2024
Q2 | $2.07M | Sell |
6,810
-449
| -6% | -$136K | 0.45% | 61 |
|
|
2024
Q1 | $2.52M | Sell |
7,259
-550
| -7% | -$191K | 0.58% | 45 |
|
|
2023
Q4 | $2.74M | Sell |
7,809
-273
| -3% | -$95.8K | 0.72% | 29 |
|
|
2023
Q3 | $2.48M | Sell |
8,082
-8,286
| -51% | -$2.54M | 0.74% | 34 |
|
|
2023
Q2 | $5.11M | Buy |
16,368
+8,079
| +97% | +$2.52M | 0.84% | 30 |
|
|
2023
Q1 | $2.37M | Buy |
8,289
+1,168
| +16% | +$334K | 0.73% | 37 |
|
|
2022
Q4 | $1.9M | Buy |
+7,121
| New | +$1.9M | 0.83% | 36 |
|