CIA
Concurrent Investment Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.03M | Sell |
30,212
-8,145
| -21% | -$2.43M | 0.17% | 127 |
|
|
2025
Q1 | $12M | Sell |
38,357
-1,813
| -5% | -$566K | 0.29% | 78 |
|
|
2024
Q4 | $14.1M | Buy |
40,170
+4,579
| +13% | +$1.61M | 0.38% | 52 |
|
|
2024
Q3 | $12.6M | Buy |
35,591
+14,724
| +71% | +$5.2M | 0.37% | 59 |
|
|
2024
Q2 | $6.33M | Buy |
20,867
+573
| +3% | +$174K | 0.21% | 110 |
|
|
2024
Q1 | $7.03M | Buy |
20,294
+1,005
| +5% | +$348K | 0.28% | 82 |
|
|
2023
Q4 | $6.77M | Buy |
+19,289
| New | +$6.77M | 0.32% | 75 |
|