Cooper Financial Group’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$349K Sell
1,167
-651
-36% -$195K 0.04% 278
2025
Q1
$567K Buy
1,818
+163
+10% +$50.9K 0.07% 223
2024
Q4
$582K Buy
1,655
+769
+87% +$271K 0.07% 220
2024
Q3
$313K Buy
886
+136
+18% +$48.1K 0.04% 306
2024
Q2
$228K Buy
750
+2
+0.3% +$607 0.03% 349
2024
Q1
$259K Buy
748
+48
+7% +$16.6K 0.04% 305
2023
Q4
$246K Sell
700
-60
-8% -$21.1K 0.04% 305
2023
Q3
$233K Buy
760
+65
+9% +$20K 0.06% 291
2023
Q2
$215K Buy
+695
New +$215K 0.05% 294