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