Cedar Brook Financial Partners’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,841
Closed -$568K 380
2023
Q2
$568K Sell
1,841
-6
-0.3% -$1.85K 0.14% 159
2023
Q1
$528K Buy
1,847
+25
+1% +$7.15K 0.14% 172
2022
Q4
$486K Buy
1,822
+10
+0.6% +$2.67K 0.14% 178
2022
Q3
$466K Sell
1,812
-80
-4% -$20.6K 0.15% 174
2022
Q2
$525K Buy
1,892
+1,280
+209% +$355K 0.16% 155
2022
Q1
$206K Buy
612
+123
+25% +$41.4K 0.05% 362
2021
Q4
$203K Buy
+489
New +$203K 0.05% 361
2020
Q4
Sell
-1,317
Closed -$298K 323
2020
Q3
$298K Sell
1,317
-496
-27% -$112K 0.12% 202
2020
Q2
$389K Sell
1,813
-115
-6% -$24.7K 0.17% 157
2020
Q1
$315K Buy
1,928
+107
+6% +$17.5K 0.17% 163
2019
Q4
$383K Sell
1,821
-383
-17% -$80.6K 0.16% 169
2019
Q3
$424K Buy
2,204
+11
+0.5% +$2.12K 0.19% 165
2019
Q2
$405K Buy
2,193
+15
+0.7% +$2.77K 0.19% 167
2019
Q1
$383K Buy
+2,178
New +$383K 0.19% 167