CCG Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,233
| Closed | -$329K | – | 65 |
|
|
2022
Q4 | $329K | Sell |
1,233
-27
| -2% | -$7.21K | 0.18% | 58 |
|
|
2022
Q3 | $324K | Buy |
1,260
+71
| +6% | +$18.3K | 0.2% | 53 |
|
|
2022
Q2 | $330K | Hold |
1,189
| – | – | 0.19% | 61 |
|
|
2022
Q1 | $401K | Buy |
1,189
+418
| +54% | +$141K | 0.2% | 64 |
|
|
2021
Q4 | $320K | Hold |
771
| – | – | 0.17% | 55 |
|
|
2021
Q3 | $247K | Sell |
771
-2
| -0.3% | -$641 | 0.14% | 81 |
|
|
2021
Q2 | $228K | Sell |
773
-50
| -6% | -$14.7K | 0.18% | 66 |
|
|
2021
Q1 | $227K | Hold |
823
| – | – | 0.22% | 62 |
|
|
2020
Q4 | $215K | Buy |
+823
| New | +$215K | 0.23% | 69 |
|
|
2020
Q3 | – | Sell |
-1,053
| Closed | -$226K | – | 60 |
|
|
2020
Q2 | $226K | Buy |
+1,053
| New | +$226K | 0.21% | 48 |
|
|
2020
Q1 | – | Sell |
-1,141
| Closed | -$240K | – | 64 |
|
|
2019
Q4 | $240K | Buy |
1,141
+54
| +5% | +$11.4K | 0.15% | 79 |
|
|
2019
Q3 | $209K | Buy |
+1,087
| New | +$209K | 0.14% | 79 |
|