Brandywine Oak 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 | $215K | Sell |
718
-1
| -0.1% | -$299 | 0.02% | 224 |
|
2025
Q1 | $224K | Sell |
719
-1
| -0.1% | -$312 | 0.02% | 209 |
|
2024
Q4 | $253K | Buy |
720
+1
| +0.1% | +$352 | 0.02% | 201 |
|
2024
Q3 | $254K | Buy |
+719
| New | +$254K | 0.02% | 209 |
|
2024
Q2 | – | Sell |
-658
| Closed | -$228K | – | 227 |
|
2024
Q1 | $228K | Sell |
658
-71
| -10% | -$24.6K | 0.02% | 220 |
|
2023
Q4 | $256K | Buy |
729
+34
| +5% | +$11.9K | 0.03% | 200 |
|
2023
Q3 | $213K | Sell |
695
-20
| -3% | -$6.14K | 0.03% | 220 |
|
2023
Q2 | $221K | Sell |
715
-113
| -14% | -$34.9K | 0.02% | 228 |
|
2023
Q1 | $237K | Sell |
828
-75
| -8% | -$21.4K | 0.03% | 223 |
|
2022
Q4 | $241K | Sell |
903
-456
| -34% | -$122K | 0.03% | 220 |
|
2022
Q3 | $349K | Sell |
1,359
-5
| -0.4% | -$1.28K | 0.05% | 185 |
|
2022
Q2 | $378K | Sell |
1,364
-125
| -8% | -$34.6K | 0.05% | 206 |
|
2022
Q1 | $502K | Sell |
1,489
-124
| -8% | -$41.8K | 0.06% | 192 |
|
2021
Q4 | $668K | Sell |
1,613
-39
| -2% | -$16.2K | 0.07% | 170 |
|
2021
Q3 | $528K | Sell |
1,652
-106
| -6% | -$33.9K | 0.06% | 187 |
|
2021
Q2 | $518K | Buy |
1,758
+738
| +72% | +$217K | 0.06% | 188 |
|
2021
Q1 | $281K | Buy |
1,020
+16
| +2% | +$4.41K | 0.04% | 217 |
|
2020
Q4 | $262K | Buy |
1,004
+5
| +0.5% | +$1.31K | 0.04% | 222 |
|
2020
Q3 | $225K | Sell |
999
-1
| -0.1% | -$225 | 0.04% | 237 |
|
2020
Q2 | $214K | Buy |
+1,000
| New | +$214K | 0.04% | 231 |
|
2020
Q1 | – | Sell |
-1,232
| Closed | -$259K | – | 218 |
|
2019
Q4 | $259K | Buy |
1,232
+117
| +10% | +$24.6K | 0.05% | 205 |
|
2019
Q3 | $214K | Sell |
1,115
-6
| -0.5% | -$1.15K | 0.04% | 218 |
|
2019
Q2 | $207K | Buy |
+1,121
| New | +$207K | 0.04% | 212 |
|
2019
Q1 | – | Sell |
-329
| Closed | -$47K | – | 219 |
|
2018
Q4 | $47K | Buy |
+329
| New | +$47K | 0.01% | 368 |
|