Claris Financial’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$298K Sell
998
-393
-28% -$117K 0.22% 105
2025
Q1
$489K Hold
1,391
0.32% 76
2024
Q4
$489K Buy
+1,391
New +$489K 0.32% 76