Capital Planning Advisors’s Accenture ACN Stock Holding History

Capital Planning Advisors’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.91M	Sell	9,726 -1,121	-10%	-$335K	0.43%	49
2025 Q1	$3.38M	Sell	10,847 -340	-3%	-$106K	0.52%	45
2024 Q4	$3.94M	Buy	11,187 +1,472	+15%	+$518K	0.61%	39
2024 Q3	$3.43M	Sell	9,715 -256	-3%	-$90.5K	0.52%	49
2024 Q2	$3.03M	Buy	9,971 +376	+4%	+$114K	0.52%	49
2024 Q1	$3.33M	Buy	9,595 +217	+2%	+$75.2K	0.58%	44
2023 Q4	$3.29M	Sell	9,378 -393	-4%	-$138K	0.62%	42
2023 Q3	$3M	Sell	9,771 -49	-0.5%	-$15K	0.63%	42
2023 Q2	$3.03M	Buy	9,820 +1,126	+13%	+$347K	0.61%	41
2023 Q1	$2.48M	Sell	8,694 -66	-0.8%	-$18.9K	0.53%	49
2022 Q4	$2.34M	Sell	8,760 -395	-4%	-$105K	0.56%	41
2022 Q3	$2.36M	Buy	9,155 +11	+0.1%	+$2.83K	0.63%	40
2022 Q2	$2.54M	Buy	9,144 +152	+2%	+$42.2K	0.67%	40
2022 Q1	$3.03M	Buy	8,992 +402	+5%	+$136K	0.65%	39
2021 Q4	$3.56M	Buy	8,590 +49	+0.6%	+$20.3K	0.68%	41
2021 Q3	$2.73M	Buy	8,541 +71	+0.8%	+$22.7K	0.57%	46
2021 Q2	$2.5M	Sell	8,470 -409	-5%	-$121K	0.51%	52
2021 Q1	$2.45M	Buy	8,879 +1,633	+23%	+$451K	0.55%	50
2020 Q4	$1.89M	Sell	7,246 -109	-1%	-$28.5K	0.47%	52
2020 Q3	$1.66M	Sell	7,355 -25	-0.3%	-$5.65K	0.46%	55
2020 Q2	$1.59M	Buy	7,380 +463	+7%	+$99.4K	0.47%	55
2020 Q1	$1.13M	Buy	6,917 +111	+2%	+$18.1K	0.42%	60
2019 Q4	$1.43M	Buy	6,806 +391	+6%	+$82.3K	0.37%	61
2019 Q3	$1.23M	Sell	6,415 -593	-8%	-$114K	0.36%	60
2019 Q2	$1.3M	Sell	7,008 -43	-0.6%	-$7.95K	0.38%	56
2019 Q1	$1.24M	Buy	7,051 +277	+4%	+$48.8K	0.38%	59
2018 Q4	$955K	Sell	6,774 -52	-0.8%	-$7.33K	0.35%	61
2018 Q3	$1.16M	Buy	6,826 +1,516	+29%	+$258K	0.37%	71
2018 Q2	$869K	Buy	5,310 +1,391	+35%	+$228K	0.39%	64
2018 Q1	$602K	Sell	3,919 -63	-2%	-$9.68K	0.21%	88
2017 Q4	$610K	Buy	3,982 +1,771	+80%	+$271K	0.21%	86
2017 Q3	$299K	Buy	+2,211	New	+$299K	0.12%	105