BSW Wealth Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.09M | Sell |
3,658
-450
| -11% | -$134K | 0.15% | 83 |
|
2025
Q1 | $1.28M | Buy |
4,108
+13
| +0.3% | +$4.06K | 0.19% | 68 |
|
2024
Q4 | $1.44M | Buy |
4,095
+18
| +0.4% | +$6.33K | 0.21% | 62 |
|
2024
Q3 | $1.44M | Buy |
4,077
+28
| +0.7% | +$9.9K | 0.22% | 56 |
|
2024
Q2 | $1.23M | Buy |
4,049
+1
| +0% | +$303 | 0.2% | 66 |
|
2024
Q1 | $1.4M | Buy |
4,048
+107
| +3% | +$37.1K | 0.24% | 59 |
|
2023
Q4 | $1.38M | Buy |
3,941
+128
| +3% | +$44.9K | 0.27% | 49 |
|
2023
Q3 | $1.17M | Buy |
3,813
+133
| +4% | +$40.8K | 0.26% | 49 |
|
2023
Q2 | $1.14M | Buy |
3,680
+27
| +0.7% | +$8.33K | 0.24% | 57 |
|
2023
Q1 | $1.04M | Sell |
3,653
-98
| -3% | -$28K | 0.21% | 65 |
|
2022
Q4 | $1M | Buy |
3,751
+7
| +0.2% | +$1.87K | 0.21% | 70 |
|
2022
Q3 | $963K | Sell |
3,744
-137
| -4% | -$35.2K | 0.24% | 51 |
|
2022
Q2 | $1.08M | Buy |
3,881
+2
| +0.1% | +$556 | 0.26% | 53 |
|
2022
Q1 | $1.31M | Buy |
3,879
+425
| +12% | +$143K | 0.33% | 44 |
|
2021
Q4 | $1.43M | Buy |
3,454
+159
| +5% | +$65.9K | 0.36% | 41 |
|
2021
Q3 | $1.05M | Sell |
3,295
-7
| -0.2% | -$2.24K | 0.29% | 48 |
|
2021
Q2 | $974K | Buy |
3,302
+220
| +7% | +$64.9K | 0.27% | 54 |
|
2021
Q1 | $851K | Buy |
3,082
+202
| +7% | +$55.8K | 0.25% | 51 |
|
2020
Q4 | $752K | Buy |
2,880
+218
| +8% | +$56.9K | 0.23% | 52 |
|
2020
Q3 | $602K | Buy |
2,662
+444
| +20% | +$100K | 0.23% | 53 |
|
2020
Q2 | $476K | Buy |
+2,218
| New | +$476K | 0.16% | 66 |
|