Cozad Asset 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 | $200K | Buy |
+670
| New | +$200K | 0.02% | 402 |
|
2025
Q1 | – | Sell |
-670
| Closed | -$236K | – | 385 |
|
2024
Q4 | $236K | Buy |
670
+33
| +5% | +$11.6K | 0.02% | 360 |
|
2024
Q3 | $225K | Buy |
+637
| New | +$225K | 0.02% | 373 |
|
2024
Q2 | – | Sell |
-637
| Closed | -$221K | – | 398 |
|
2024
Q1 | $221K | Sell |
637
-25
| -4% | -$8.67K | 0.02% | 368 |
|
2023
Q4 | $232K | Hold |
662
| – | – | 0.03% | 353 |
|
2023
Q3 | $203K | Sell |
662
-80
| -11% | -$24.6K | 0.03% | 358 |
|
2023
Q2 | $229K | Hold |
742
| – | – | 0.03% | 346 |
|
2023
Q1 | $212K | Sell |
742
-85
| -10% | -$24.3K | 0.03% | 352 |
|
2022
Q4 | $221K | Buy |
+827
| New | +$221K | 0.03% | 334 |
|
2022
Q1 | – | Sell |
-509
| Closed | -$211K | – | 351 |
|
2021
Q4 | $211K | Buy |
+509
| New | +$211K | 0.03% | 323 |
|