Beverly Hills Private Wealth’s Accenture ACN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$992K	Buy	5,001 +703	+16%	+$164K	0.17%	125
2025 Q4	$1.15M	Buy	4,298 +97	+2%	+$24.6K	0.2%	118
2025 Q3	$1.04M	Sell	4,201 -919	-18%	-$240K	0.18%	123
2025 Q2	$1.53M	Sell	5,120 -377	-7%	-$115K	0.29%	93
2025 Q1	$1.72M	Sell	5,497 -198	-3%	-$69.9K	0.34%	82
2024 Q4	$2M	Sell	5,695 -199	-3%	-$71.6K	0.4%	71
2024 Q3	$2.08M	Sell	5,894 -916	-13%	-$301K	0.42%	70
2024 Q2	$2.07M	Sell	6,810 -449	-6%	-$138K	0.45%	61
2024 Q1	$2.52M	Sell	7,259 -550	-7%	-$200K	0.58%	45
2023 Q4	$2.74M	Sell	7,809 -273	-3%	-$88K	0.72%	29
2023 Q3	$2.48M	Sell	8,082 -8,286	-51%	-$2.61M	0.74%	34
2023 Q2	$5.11M	Buy	16,368 +8,079	+97%	+$2.35M	0.84%	30
2023 Q1	$2.37M	Buy	8,289 +1,168	+16%	+$318K	0.73%	37
2022 Q4	$1.9M	Buy	+7,121	New	+$1.97M	0.83%	36