Caldwell Trust’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
9,877
-494
|
|
||||
|
2025
Q1 | $3.24M | Sell |
10,371
-596
|
|
||||
|
2024
Q4 | $3.86M | Sell |
10,967
-1,561
|
|
||||
|
2024
Q3 | $4.43M | Buy |
12,528
+427
|
|
||||
|
2024
Q2 | $3.67M | Sell |
12,101
-253
|
|
||||
|
2024
Q1 | $4.28M | Buy |
12,354
+293
|
|
||||
|
2023
Q4 | $4.23M | Buy |
12,061
+61
|
|
||||
|
2023
Q3 | $3.69M | Buy |
12,000
+147
|
|
||||
|
2023
Q2 | $3.66M | Sell |
11,853
-2
|
|
||||
|
2023
Q1 | $3.39M | Sell |
11,855
-10
|
|
||||
|
2022
Q4 | $3.17M | Sell |
11,865
-1,349
|
|
||||
|
2022
Q3 | $3.4M | Buy |
13,214
+175
|
|
||||
|
2022
Q2 | $3.62M | Sell |
13,039
-350
|
|
||||
|
2022
Q1 | $4.52M | Buy |
13,389
+373
|
|
||||
|
2021
Q4 | $5.4M | Buy |
13,016
+706
|
|
||||
|
2021
Q3 | $3.94M | Buy |
12,310
+1,060
|
|
||||
|
2021
Q2 | $3.32M | Buy |
11,250
+1,512
|
|
||||
|
2021
Q1 | $2.69M | Buy |
9,738
+1,191
|
|
||||
|
2020
Q4 | $2.23M | Sell |
8,547
-150
|
|
||||
|
2020
Q3 | $1.97M | Buy |
8,697
+262
|
|
||||
|
2020
Q2 | $1.81M | Buy |
8,435
+1,147
|
|
||||
|
2020
Q1 | $1.19M | Buy |
7,288
+727
|
|
||||
|
2019
Q4 | $1.38M | Buy |
+6,561
|
|