Clearstead Trust’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
4,212
+733
| +21% | +$219K | 0.24% | 63 |
|
|
2025
Q1 | $1.09M | Buy |
3,479
+458
| +15% | +$143K | 0.24% | 64 |
|
|
2024
Q4 | $1.06M | Buy |
3,021
+2,750
| +1,015% | +$967K | 0.23% | 61 |
|
|
2024
Q3 | $95.8K | Sell |
271
-36
| -12% | -$12.7K | 0.02% | 190 |
|
|
2024
Q2 | $93.1K | Hold |
307
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $106K | Hold |
307
| – | – | 0.03% | 183 |
|
|
2023
Q4 | $108K | Hold |
307
| – | – | 0.03% | 193 |
|
|
2023
Q3 | $94.3K | Buy |
307
+242
| +372% | +$74.3K | 0.03% | 179 |
|
|
2023
Q2 | $20.1K | Hold |
65
| – | – | 0.01% | 270 |
|
|
2023
Q1 | $18.6K | Hold |
65
| – | – | 0.01% | 265 |
|
|
2022
Q4 | $17K | Hold |
65
| – | – | 0.01% | 285 |
|
|
2022
Q3 | $17K | Buy |
+65
| New | +$17K | 0.01% | 263 |
|
|
2017
Q3 | – | Sell |
-700
| Closed | -$87K | – | 216 |
|
|
2017
Q2 | $87K | Buy |
+700
| New | +$87K | 0.07% | 131 |
|