Castle Rock 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 | $275K | Sell |
973
-127
| -12% | -$35.9K | 0.06% | 218 |
|
|
2025
Q1 | $345K | Buy |
1,100
+9
| +0.8% | +$2.82K | 0.09% | 174 |
|
|
2024
Q4 | $423K | Buy |
1,091
+4
| +0.4% | +$1.55K | 0.1% | 157 |
|
|
2024
Q3 | $390K | Buy |
1,087
+45
| +4% | +$16.1K | 0.09% | 171 |
|
|
2024
Q2 | $315K | Buy |
1,042
+10
| +1% | +$3.03K | 0.08% | 192 |
|
|
2024
Q1 | $308K | Buy |
1,032
+133
| +15% | +$39.7K | 0.08% | 185 |
|
|
2023
Q4 | $302K | Buy |
899
+243
| +37% | +$81.7K | 0.09% | 180 |
|
|
2023
Q3 | $205K | Buy |
+656
| New | +$205K | 0.07% | 206 |
|
|
2023
Q1 | – | Sell |
-808
| Closed | -$221K | – | 216 |
|
|
2022
Q4 | $221K | Buy |
+808
| New | +$221K | 0.1% | 197 |
|
|
2022
Q3 | – | Sell |
-725
| Closed | -$202K | – | 200 |
|
|
2022
Q2 | $202K | Sell |
725
-551
| -43% | -$154K | 0.1% | 199 |
|
|
2022
Q1 | $409K | Sell |
1,276
-547
| -30% | -$175K | 0.19% | 146 |
|
|
2021
Q4 | $612K | Buy |
1,823
+95
| +5% | +$31.9K | 0.25% | 120 |
|
|
2021
Q3 | $634K | Buy |
1,728
+108
| +7% | +$39.6K | 0.22% | 131 |
|
|
2021
Q2 | $519K | Sell |
1,620
-29
| -2% | -$9.29K | 0.19% | 144 |
|
|
2021
Q1 | $479K | Buy |
1,649
+71
| +4% | +$20.6K | 0.19% | 154 |
|
|
2020
Q4 | $402K | Sell |
1,578
-19
| -1% | -$4.84K | 0.17% | 172 |
|
|
2020
Q3 | $372K | Buy |
1,597
+512
| +47% | +$119K | 0.24% | 124 |
|
|
2020
Q2 | $246K | Buy |
+1,085
| New | +$246K | 0.14% | 169 |
|