CA
Claro Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
9,222
-736
| -7% | -$220K | 0.46% | 47 |
|
|
2025
Q1 | $3.11M | Buy |
9,958
+40
| +0.4% | +$12.5K | 0.42% | 44 |
|
|
2024
Q4 | $3.49M | Sell |
9,918
-1,590
| -14% | -$559K | 0.47% | 37 |
|
|
2024
Q3 | $4.07M | Buy |
11,508
+727
| +7% | +$257K | 0.53% | 34 |
|
|
2024
Q2 | $3.27M | Buy |
10,781
+5
| +0% | +$1.52K | 0.51% | 40 |
|
|
2024
Q1 | $3.74M | Sell |
10,776
-92
| -0.8% | -$31.9K | 0.65% | 31 |
|
|
2023
Q4 | $3.81M | Buy |
10,868
+177
| +2% | +$62.1K | 0.83% | 23 |
|
|
2023
Q3 | $3.28M | Buy |
10,691
+1,603
| +18% | +$492K | 0.82% | 26 |
|
|
2023
Q2 | $2.8M | Buy |
9,088
+288
| +3% | +$88.9K | 0.7% | 28 |
|
|
2023
Q1 | $2.52M | Buy |
8,800
+62
| +0.7% | +$17.7K | 0.74% | 26 |
|
|
2022
Q4 | $2.33M | Buy |
8,738
+312
| +4% | +$83.3K | 0.76% | 25 |
|
|
2022
Q3 | $2.34M | Hold |
8,426
| – | – | 0.93% | 23 |
|
|
2022
Q2 | $2.34M | Sell |
8,426
-385
| -4% | -$107K | 0.93% | 23 |
|
|
2022
Q1 | $3.65M | Hold |
8,811
| – | – | 1.31% | 13 |
|
|
2021
Q4 | $3.65M | Buy |
8,811
+61
| +0.7% | +$25.3K | 1.31% | 13 |
|
|
2021
Q3 | $2.8M | Buy |
8,750
+71
| +0.8% | +$22.7K | 1.18% | 14 |
|
|
2021
Q2 | $2.56M | Buy |
8,679
+49
| +0.6% | +$14.4K | 1.15% | 14 |
|
|
2021
Q1 | $2.38M | Buy |
8,630
+50
| +0.6% | +$13.8K | 1.21% | 12 |
|
|
2020
Q4 | $2.24M | Sell |
8,580
-46
| -0.5% | -$12K | 1.19% | 12 |
|
|
2020
Q3 | $1.95M | Sell |
8,626
-86
| -1% | -$19.4K | 1.24% | 14 |
|
|
2020
Q2 | $1.87M | Sell |
8,712
-14
| -0.2% | -$3.01K | 1.29% | 14 |
|
|
2020
Q1 | $1.43M | Sell |
8,726
-302
| -3% | -$49.3K | 1.33% | 13 |
|
|
2019
Q4 | $1.9M | Buy |
9,028
+39
| +0.4% | +$8.21K | 1.46% | 14 |
|
|
2019
Q3 | $1.73M | Buy |
8,989
+72
| +0.8% | +$13.8K | 1.53% | 14 |
|
|
2019
Q2 | $1.65M | Buy |
8,917
+654
| +8% | +$121K | 1.52% | 14 |
|
|
2019
Q1 | $1.45M | Buy |
8,263
+104
| +1% | +$18.3K | 1.44% | 14 |
|
|
2018
Q4 | $1.39M | Buy |
+8,159
| New | +$1.39M | 1.11% | 14 |
|