Caldwell Investment Management’s Accenture ACN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,200	Closed	-$968K	–	21
2025 Q1	$968K	Hold	3,200	–	–	0.72%	24
2024 Q4	$1.13M	Hold	3,200	–	–	0.76%	30
2024 Q3	$1.12M	Hold	3,200	–	–	0.78%	26
2024 Q2	$969K	Buy	+3,200	New	+$969K	0.73%	28