Cerro Pacific Wealth Advisors’s Accenture ACN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$276K	Sell	1,390 -468	-25%	-$109K	0.07%	135
2025 Q4	$498K	Sell	1,858 -170	-8%	-$43.2K	0.13%	102
2025 Q3	$500K	Sell	2,028 -130	-6%	-$33.9K	0.14%	104
2025 Q2	$645K	Sell	2,158 -822	-28%	-$250K	0.18%	99
2025 Q1	$1.05M	Sell	2,980 -175	-6%	-$61.8K	0.34%	62
2024 Q4	$1.12M	Buy	3,155 +96	+3%	+$34.6K	0.37%	61
2024 Q3	$928K	Hold	3,059	–	–	0.35%	66
2024 Q2	$928K	Buy	+3,059	New	+$937K	0.35%	67
2023 Q1	$941K	Sell	3,293 -964	-23%	-$263K	0.52%	54
2022 Q4	$1.14M	Buy	4,257 +139	+3%	+$38.4K	0.6%	44
2022 Q3	$1.06M	Buy	4,118 +17	+0.4%	+$4.91K	0.64%	42
2022 Q2	$1.14M	Sell	4,101 -1,186	-22%	-$356K	0.71%	30
2022 Q1	$1.78M	Buy	5,287 +105	+2%	+$35.4K	1.09%	18
2021 Q4	$2.15M	Buy	5,182 +107	+2%	+$39K	1.36%	15
2021 Q3	$1.62M	Buy	5,075 +224	+5%	+$72.9K	1.17%	19
2021 Q2	$1.43M	Buy	+4,851	New	+$1.39M	1.06%	20
2020 Q4	$1.38M	Buy	+5,297	New	+$1.27M	0.83%	32