Blue Zone Wealth Advisors’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$581K Sell
1,944
-30
-2% -$8.97K 0.15% 70
2025
Q1
$616K Sell
1,974
-51
-3% -$15.9K 0.17% 71
2024
Q4
$712K Sell
2,025
-10
-0.5% -$3.52K 0.21% 69
2024
Q3
$719K Hold
2,035
0.22% 65
2024
Q2
$617K Hold
2,035
0.21% 65
2024
Q1
$705K Buy
2,035
+4
+0.2% +$1.39K 0.24% 61
2023
Q4
$713K Hold
2,031
0.28% 57
2023
Q3
$624K Hold
2,031
0.27% 59
2023
Q2
$627K Buy
2,031
+81
+4% +$25K 0.29% 56
2023
Q1
$557K Hold
1,950
0.3% 56
2022
Q4
$520K Hold
1,950
0.28% 57
2022
Q3
$502K Sell
1,950
-3
-0.2% -$772 0.26% 62
2022
Q2
$542K Hold
1,953
0.25% 64
2022
Q1
$659K Sell
1,953
-12
-0.6% -$4.05K 0.25% 64
2021
Q4
$815K Sell
1,965
-2,992
-60% -$1.24M 0.27% 64
2021
Q3
$1.59M Hold
4,957
0.55% 60
2021
Q2
$1.46M Buy
4,957
+25
+0.5% +$7.37K 0.55% 60
2021
Q1
$1.36M Buy
+4,932
New +$1.36M 0.58% 57