Cassaday & Co Wealth 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 | $913K | Buy |
3,056
+213
| +7% | +$63.7K | 0.02% | 139 |
|
|
2025
Q1 | $887K | Sell |
2,843
-502
| -15% | -$157K | 0.02% | 132 |
|
|
2024
Q4 | $1.18M | Hold |
3,345
| – | – | 0.03% | 103 |
|
|
2024
Q3 | $1.18M | Buy |
3,345
+20
| +0.6% | +$7.07K | 0.03% | 98 |
|
|
2024
Q2 | $1.01M | Sell |
3,325
-515
| -13% | -$156K | 0.03% | 100 |
|
|
2024
Q1 | $1.33M | Sell |
3,840
-185
| -5% | -$64.1K | 0.04% | 84 |
|
|
2023
Q4 | $1.41M | Buy |
4,025
+1,089
| +37% | +$382K | 0.05% | 77 |
|
|
2023
Q3 | $902K | Buy |
2,936
+77
| +3% | +$23.6K | 0.04% | 92 |
|
|
2023
Q2 | $882K | Sell |
2,859
-163
| -5% | -$50.3K | 0.04% | 103 |
|
|
2023
Q1 | $864K | Buy |
3,022
+15
| +0.5% | +$4.29K | 0.04% | 109 |
|
|
2022
Q4 | $802K | Buy |
+3,007
| New | +$802K | 0.04% | 112 |
|