Congress Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Buy |
84,504
+21,100
| +33% | +$6.31M | 0.24% | 97 |
|
|
2025
Q1 | $19.8M | Buy |
63,404
+13,072
| +26% | +$4.08M | 0.24% | 111 |
|
|
2024
Q4 | $17.7M | Buy |
50,332
+2,366
| +5% | +$832K | 0.24% | 118 |
|
|
2024
Q3 | $17M | Buy |
47,966
+1,450
| +3% | +$513K | 0.23% | 130 |
|
|
2024
Q2 | $14.1M | Sell |
46,516
-41,839
| -47% | -$12.7M | 0.22% | 129 |
|
|
2024
Q1 | $30.6M | Buy |
88,355
+218
| +0.2% | +$75.6K | 0.53% | 40 |
|
|
2023
Q4 | $30.9M | Buy |
88,137
+1,803
| +2% | +$633K | 0.57% | 35 |
|
|
2023
Q3 | $26.5M | Buy |
86,334
+1,944
| +2% | +$597K | 0.55% | 38 |
|
|
2023
Q2 | $26M | Buy |
84,390
+649
| +0.8% | +$200K | 0.6% | 36 |
|
|
2023
Q1 | $23.9M | Buy |
83,741
+2,775
| +3% | +$793K | 0.58% | 34 |
|
|
2022
Q4 | $21.6M | Buy |
80,966
+858
| +1% | +$229K | 0.56% | 42 |
|
|
2022
Q3 | $20.6M | Buy |
80,108
+2,596
| +3% | +$668K | 0.56% | 36 |
|
|
2022
Q2 | $21.5M | Sell |
77,512
-474
| -0.6% | -$132K | 0.55% | 37 |
|
|
2022
Q1 | $26.3M | Buy |
77,986
+411
| +0.5% | +$139K | 0.57% | 36 |
|
|
2021
Q4 | $32.2M | Buy |
+77,575
| New | +$32.2M | 0.64% | 36 |
|