Clearstead 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 | $7.37M | Buy |
37,145
+10,988
| +42% | +$2.56M | 0.08% | 189 |
|
|
2025
Q4 | $7.02M | Buy |
26,157
+1,348
| +5% | +$342K | 0.09% | 161 |
|
|
2025
Q3 | $6.12M | Buy |
24,809
+890
| +4% | +$232K | 0.09% | 178 |
|
|
2025
Q2 | $7.15M | Sell |
23,919
-2,277
| -9% | -$693K | 0.1% | 160 |
|
|
2025
Q1 | $8.17M | Buy |
26,196
+3,846
| +17% | +$1.36M | 0.13% | 136 |
|
|
2024
Q4 | $7.86M | Sell |
22,350
-284
| -1% | -$102K | 0.12% | 144 |
|
|
2024
Q3 | $8M | Buy |
22,634
+3,761
| +20% | +$1.24M | 0.12% | 142 |
|
|
2024
Q2 | $5.73M | Buy |
18,873
+4,518
| +31% | +$1.38M | 0.1% | 164 |
|
|
2024
Q1 | $4.41M | Sell |
14,355
-311
| -2% | -$113K | 0.22% | 86 |
|
|
2023
Q4 | $5.15M | Sell |
14,666
-13,111
| -47% | -$4.23M | 0.27% | 79 |
|
|
2023
Q3 | $8.53M | Buy |
27,777
+14,549
| +110% | +$4.58M | 0.25% | 88 |
|
|
2023
Q2 | $4.08M | Buy |
13,228
+2,562
| +24% | +$744K | 0.25% | 83 |
|
|
2023
Q1 | $3.05M | Buy |
10,666
+2,808
| +36% | +$765K | 0.22% | 92 |
|
|
2022
Q4 | $2.1M | Buy |
7,858
+231
| +3% | +$63.9K | 0.16% | 113 |
|
|
2022
Q3 | $1.96M | Buy |
7,627
+53
| +0.7% | +$15.3K | 0.18% | 108 |
|
|
2022
Q2 | $2.1M | Buy |
7,574
+795
| +12% | +$239K | 0.16% | 114 |
|
|
2022
Q1 | $2.29M | Buy |
6,779
+1,359
| +25% | +$458K | 0.16% | 113 |
|
|
2021
Q4 | $2.25M | Buy |
5,420
+1,658
| +44% | +$604K | 0.15% | 115 |
|
|
2021
Q3 | $1.2M | Sell |
3,762
-72
| -2% | -$23.4K | 0.09% | 152 |
|
|
2021
Q2 | $1.13M | Buy |
3,834
+72
| +2% | +$20.6K | 0.09% | 153 |
|
|
2021
Q1 | $1.04M | Buy |
3,762
+400
| +12% | +$103K | 0.09% | 156 |
|
|
2020
Q4 | $878K | Hold |
3,362
| – | – | 0.08% | 160 |
|
|
2020
Q3 | $760K | Buy |
3,362
+47
| +1% | +$10.8K | 0.08% | 152 |
|
|
2020
Q2 | $712K | Buy |
3,315
+379
| +13% | +$71.7K | 0.08% | 156 |
|
|
2020
Q1 | $479K | Sell |
2,936
-510
| -15% | -$98.2K | 0.07% | 158 |
|
|
2019
Q4 | $726K | Buy |
3,446
+281
| +9% | +$54.8K | 0.09% | 145 |
|
|
2019
Q3 | $609K | Sell |
3,165
-105
| -3% | -$20.3K | 0.08% | 150 |
|
|
2019
Q2 | $604K | Sell |
3,270
-257
| -7% | -$46.2K | 0.08% | 154 |
|
|
2019
Q1 | $621K | Buy |
3,527
+665
| +23% | +$104K | 0.09% | 148 |
|
|
2018
Q4 | $404K | Buy |
+2,862
| New | +$453K | 0.06% | 177 |
|
|
2017
Q4 | – | Sell |
-1,768
| Closed | -$239K | – | 224 |
|
|
2017
Q3 | $239K | Sell |
1,768
-1
| -0.1% | -$130 | 0.03% | 217 |
|
|
2017
Q2 | $219K | Buy |
+1,769
| New | +$216K | 0.03% | 217 |
|
|
2017
Q1 | – | Sell |
-2,029
| Closed | -$237K | – | 220 |
|
|
2016
Q4 | $237K | Buy |
+2,029
| New | +$241K | 0.04% | 190 |
|
Other funds holding ACN
VCM
VPM
