Bogart Wealth LLC’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 | $756K | Buy |
3,814
+3,310
| +657% | +$771K | 0.03% | 142 |
|
|
2025
Q4 | $135K | Sell |
504
-169
| -25% | -$42.9K | 0.01% | 300 |
|
|
2025
Q3 | $166K | Sell |
673
-12,116
| -95% | -$3.16M | 0.01% | 269 |
|
|
2025
Q2 | $3.82M | Buy |
12,789
+12,330
| +2,686% | +$3.76M | 0.16% | 100 |
|
|
2025
Q1 | $143K | Buy |
459
+24
| +6% | +$8.48K | 0.01% | 259 |
|
|
2024
Q4 | $153K | Buy |
435
+33
| +8% | +$11.9K | 0.01% | 249 |
|
|
2024
Q3 | $142K | Sell |
402
-216
| -35% | -$71K | 0.01% | 260 |
|
|
2024
Q2 | $188K | Sell |
618
-13,541
| -96% | -$4.15M | 0.01% | 215 |
|
|
2024
Q1 | $4.91M | Buy |
14,159
+555
| +4% | +$202K | 0.25% | 91 |
|
|
2023
Q4 | $4.77M | Buy |
13,604
+1,171
| +9% | +$378K | 0.27% | 90 |
|
|
2023
Q3 | $3.82M | Buy |
12,433
+344
| +3% | +$108K | 0.24% | 91 |
|
|
2023
Q2 | $3.73M | Buy |
12,089
+387
| +3% | +$112K | 0.24% | 91 |
|
|
2023
Q1 | $3.34M | Buy |
11,702
+1,144
| +11% | +$312K | 0.22% | 92 |
|
|
2022
Q4 | $2.82M | Buy |
10,558
+1,056
| +11% | +$292K | 0.2% | 93 |
|
|
2022
Q3 | $2.44M | Buy |
9,502
+1,246
| +15% | +$360K | 0.2% | 86 |
|
|
2022
Q2 | $2.29M | Buy |
+8,256
| New | +$2.48M | 0.2% | 85 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | -$2K | – | 714 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 585 |
|
|
2021
Q1 | $2K | Buy |
+8
| New | +$2.07K | ﹤0.01% | 538 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | -$2K | – | 341 |
|
|
2018
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 304 |
|
|
2017
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 298 |
|
|
2017
Q3 | $1K | Buy |
+10
| New | +$1.3K | ﹤0.01% | 298 |
|
Other funds holding ACN
VCM
VPM
