Bogart Wealth LLC’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.82M Buy
12,789
+12,330
+2,686% +$3.69M 0.16% 100
2025
Q1
$143K Buy
459
+24
+6% +$7.49K 0.01% 257
2024
Q4
$153K Buy
435
+33
+8% +$11.6K 0.01% 247
2024
Q3
$142K Sell
402
-216
-35% -$76.4K 0.01% 260
2024
Q2
$188K Sell
618
-13,541
-96% -$4.11M 0.01% 215
2024
Q1
$4.91M Buy
14,159
+555
+4% +$192K 0.25% 91
2023
Q4
$4.77M Buy
13,604
+1,171
+9% +$411K 0.27% 90
2023
Q3
$3.82M Buy
12,433
+344
+3% +$106K 0.24% 91
2023
Q2
$3.73M Buy
12,089
+387
+3% +$119K 0.24% 91
2023
Q1
$3.34M Buy
11,702
+1,144
+11% +$327K 0.22% 92
2022
Q4
$2.82M Buy
10,558
+1,056
+11% +$282K 0.2% 93
2022
Q3
$2.45M Buy
9,502
+1,246
+15% +$321K 0.2% 86
2022
Q2
$2.29M Buy
+8,256
New +$2.29M 0.2% 85
2021
Q3
Sell
-8
Closed -$2K 714
2021
Q2
$2K Hold
8
﹤0.01% 584
2021
Q1
$2K Buy
+8
New +$2K ﹤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 +$1K ﹤0.01% 298