Circle 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 | $592K | Sell |
1,980
-55
| -3% | -$16.4K | 0.01% | 154 |
|
|
2025
Q1 | $635K | Hold |
2,035
| – | – | 0.01% | 150 |
|
|
2024
Q4 | $716K | Buy |
2,035
+3
| +0.1% | +$1.06K | 0.02% | 141 |
|
|
2024
Q3 | $718K | Sell |
2,032
-26
| -1% | -$9.19K | 0.02% | 143 |
|
|
2024
Q2 | $624K | Sell |
2,058
-381
| -16% | -$116K | 0.01% | 137 |
|
|
2024
Q1 | $845K | Buy |
2,439
+321
| +15% | +$111K | 0.02% | 108 |
|
|
2023
Q4 | $743K | Sell |
2,118
-33
| -2% | -$11.6K | 0.02% | 109 |
|
|
2023
Q3 | $661K | Buy |
2,151
+33
| +2% | +$10.1K | 0.02% | 114 |
|
|
2023
Q2 | $654K | Sell |
2,118
-410
| -16% | -$127K | 0.09% | 84 |
|
|
2023
Q1 | $723K | Buy |
2,528
+13
| +0.5% | +$3.72K | 0.1% | 70 |
|
|
2022
Q4 | $671K | Buy |
2,515
+54
| +2% | +$14.4K | 0.1% | 74 |
|
|
2022
Q3 | $633K | Sell |
2,461
-66
| -3% | -$17K | 0.1% | 72 |
|
|
2022
Q2 | $702K | Sell |
2,527
-695
| -22% | -$193K | 0.11% | 73 |
|
|
2022
Q1 | $1.09M | Sell |
3,222
-2
| -0.1% | -$675 | 0.14% | 65 |
|
|
2021
Q4 | $1.34M | Sell |
3,224
-134
| -4% | -$55.6K | 0.17% | 56 |
|
|
2021
Q3 | $1.07M | Sell |
3,358
-1,175
| -26% | -$376K | 0.15% | 61 |
|
|
2021
Q2 | $1.34M | Sell |
4,533
-660
| -13% | -$195K | 0.19% | 57 |
|
|
2021
Q1 | $1.44M | Buy |
5,193
+499
| +11% | +$138K | 0.23% | 49 |
|
|
2020
Q4 | $1.23M | Buy |
4,694
+2,500
| +114% | +$653K | 0.18% | 72 |
|
|
2020
Q3 | $496K | Hold |
2,194
| – | – | 0.08% | 115 |
|
|
2020
Q2 | $471K | Sell |
2,194
-1,000
| -31% | -$215K | 0.08% | 106 |
|
|
2020
Q1 | $521K | Buy |
3,194
+1,243
| +64% | +$203K | 0.1% | 107 |
|
|
2019
Q4 | $411K | Sell |
1,951
-74
| -4% | -$15.6K | 0.07% | 120 |
|
|
2019
Q3 | $390K | Hold |
2,025
| – | – | 0.08% | 111 |
|
|
2019
Q2 | $374K | Buy |
2,025
+419
| +26% | +$77.4K | 0.08% | 105 |
|
|
2019
Q1 | $283K | Hold |
1,606
| – | – | 0.06% | 130 |
|
|
2018
Q4 | $226K | Hold |
1,606
| – | – | 0.08% | 74 |
|
|
2018
Q3 | $273K | Hold |
1,606
| – | – | 0.09% | 80 |
|
|
2018
Q2 | $263K | Hold |
1,606
| – | – | 0.09% | 87 |
|
|
2018
Q1 | $247K | Sell |
1,606
-14
| -0.9% | -$2.15K | 0.09% | 83 |
|
|
2017
Q4 | $248K | Hold |
1,620
| – | – | 0.09% | 83 |
|
|
2017
Q3 | $219K | Sell |
1,620
-71
| -4% | -$9.6K | 0.09% | 81 |
|
|
2017
Q2 | $209K | Buy |
+1,691
| New | +$209K | 0.09% | 77 |
|