Capital Wealth Planning’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-882
| Closed | -$271K | – | 140 |
|
|
2023
Q3 | $271K | Buy |
+882
| New | +$271K | ﹤0.01% | 127 |
|
|
2022
Q1 | – | Sell |
-913
| Closed | -$379K | – | 91 |
|
|
2021
Q4 | $379K | Buy |
913
+264
| +41% | +$110K | 0.01% | 72 |
|
|
2021
Q3 | $208K | Sell |
649
-181
| -22% | -$58K | 0.01% | 107 |
|
|
2021
Q2 | $244K | Buy |
830
+19
| +2% | +$5.59K | 0.01% | 110 |
|
|
2021
Q1 | $224K | Buy |
+811
| New | +$224K | 0.01% | 119 |
|
|
2020
Q4 | – | Sell |
-1,666
| Closed | -$376K | – | 109 |
|
|
2020
Q3 | $376K | Sell |
1,666
-219
| -12% | -$49.4K | 0.02% | 79 |
|
|
2020
Q2 | $405K | Sell |
1,885
-3,742
| -67% | -$804K | 0.02% | 78 |
|
|
2020
Q1 | $919K | Buy |
5,627
+471
| +9% | +$76.9K | 0.06% | 84 |
|
|
2019
Q4 | $1.09M | Buy |
5,156
+10
| +0.2% | +$2.11K | 0.06% | 81 |
|
|
2019
Q3 | $952K | Buy |
5,146
+708
| +16% | +$131K | 0.06% | 92 |
|
|
2019
Q2 | $820K | Buy |
+4,438
| New | +$820K | 0.06% | 93 |
|
|
2016
Q3 | – | Sell |
-8,965
| Closed | -$1.02M | – | 75 |
|
|
2016
Q2 | $1.02M | Buy |
+8,965
| New | +$1.02M | 0.77% | 27 |
|