CFA
Capstone Financial Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
5,570
-70
| -1% | -$20.9K | 0.1% | 46 |
|
|
2025
Q1 | $1.76M | Buy |
5,640
+379
| +7% | +$118K | 0.11% | 43 |
|
|
2024
Q4 | $1.85M | Sell |
5,261
-221
| -4% | -$77.7K | 0.11% | 41 |
|
|
2024
Q3 | $1.94M | Sell |
5,482
-215
| -4% | -$76K | 0.12% | 39 |
|
|
2024
Q2 | $1.73M | Sell |
5,697
-442
| -7% | -$134K | 0.11% | 38 |
|
|
2024
Q1 | $2.13M | Sell |
6,139
-987
| -14% | -$342K | 0.14% | 37 |
|
|
2023
Q4 | $2.5M | Sell |
7,126
-1
| -0% | -$351 | 0.18% | 33 |
|
|
2023
Q3 | $2.19M | Sell |
7,127
-71
| -1% | -$21.8K | 0.17% | 33 |
|
|
2023
Q2 | $2.22M | Sell |
7,198
-910
| -11% | -$281K | 0.17% | 33 |
|
|
2023
Q1 | $2.32M | Sell |
8,108
-442
| -5% | -$126K | 0.18% | 33 |
|
|
2022
Q4 | $2.28M | Sell |
8,550
-392
| -4% | -$105K | 0.19% | 32 |
|
|
2022
Q3 | $2.3M | Buy |
8,942
+137
| +2% | +$35.3K | 0.21% | 30 |
|
|
2022
Q2 | $2.45M | Buy |
8,805
+6,964
| +378% | +$1.93M | 0.21% | 34 |
|
|
2022
Q1 | $621K | Buy |
1,841
+28
| +2% | +$9.45K | 0.05% | 67 |
|
|
2021
Q4 | $752K | Sell |
1,813
-10
| -0.5% | -$4.15K | 0.05% | 56 |
|
|
2021
Q3 | $583K | Buy |
1,823
+621
| +52% | +$199K | 0.05% | 62 |
|
|
2021
Q2 | $354K | Buy |
1,202
+31
| +3% | +$9.13K | 0.03% | 88 |
|
|
2021
Q1 | $324K | Buy |
1,171
+14
| +1% | +$3.87K | 0.03% | 83 |
|
|
2020
Q4 | $302K | Sell |
1,157
-316
| -21% | -$82.5K | 0.03% | 80 |
|
|
2020
Q3 | $333K | Hold |
1,473
| – | – | 0.04% | 65 |
|
|
2020
Q2 | $316K | Hold |
1,473
| – | – | 0.04% | 62 |
|
|
2020
Q1 | $240K | Hold |
1,473
| – | – | 0.03% | 70 |
|
|
2019
Q4 | $310K | Hold |
1,473
| – | – | 0.04% | 62 |
|
|
2019
Q3 | $283K | Sell |
1,473
-284
| -16% | -$54.6K | 0.04% | 67 |
|
|
2019
Q2 | $325K | Hold |
1,757
| – | – | 0.05% | 55 |
|
|
2019
Q1 | $309K | Buy |
+1,757
| New | +$309K | 0.05% | 59 |
|