Consolidated Planning Corp’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $437K | Buy |
1,461
+517
| +55% | +$155K | 0.05% | 143 |
|
2025
Q1 | $295K | Sell |
944
-27
| -3% | -$8.43K | 0.04% | 156 |
|
2024
Q4 | $342K | Hold |
971
| – | – | 0.05% | 155 |
|
2024
Q3 | $343K | Sell |
971
-264
| -21% | -$93.3K | 0.05% | 152 |
|
2024
Q2 | $375K | Buy |
1,235
+264
| +27% | +$80.1K | 0.06% | 125 |
|
2024
Q1 | $337K | Sell |
971
-36
| -4% | -$12.5K | 0.06% | 127 |
|
2023
Q4 | $353K | Buy |
1,007
+12
| +1% | +$4.21K | 0.07% | 116 |
|
2023
Q3 | $306K | Sell |
995
-3
| -0.3% | -$921 | 0.07% | 122 |
|
2023
Q2 | $308K | Buy |
+998
| New | +$308K | 0.06% | 134 |
|
2023
Q1 | – | Sell |
-762
| Closed | -$203K | – | 121 |
|
2022
Q4 | $203K | Buy |
+762
| New | +$203K | 0.06% | 118 |
|
2022
Q3 | – | Sell |
-725
| Closed | -$201K | – | 113 |
|
2022
Q2 | $201K | Buy |
725
+40
| +6% | +$11.1K | 0.06% | 116 |
|
2022
Q1 | $231K | Sell |
685
-64
| -9% | -$21.6K | 0.16% | 53 |
|
2021
Q4 | $310K | Buy |
749
+41
| +6% | +$17K | 0.2% | 45 |
|
2021
Q3 | $227K | Hold |
708
| – | – | 0.15% | 53 |
|
2021
Q2 | $208K | Buy |
+708
| New | +$208K | 0.15% | 57 |
|