Creative Planning’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.7M | Buy |
263,434
+7,647
| +3% | +$2.29M | 0.07% | 119 |
|
|
2025
Q1 | $79.8M | Buy |
255,787
+4,287
| +2% | +$1.34M | 0.08% | 111 |
|
|
2024
Q4 | $88.5M | Buy |
251,500
+3,776
| +2% | +$1.33M | 0.09% | 101 |
|
|
2024
Q3 | $87.6M | Buy |
247,724
+12,993
| +6% | +$4.59M | 0.09% | 100 |
|
|
2024
Q2 | $71.2M | Buy |
234,731
+10,559
| +5% | +$3.2M | 0.08% | 107 |
|
|
2024
Q1 | $77.7M | Buy |
224,172
+13,164
| +6% | +$4.56M | 0.09% | 101 |
|
|
2023
Q4 | $74M | Sell |
211,008
-49,132
| -19% | -$17.2M | 0.14% | 97 |
|
|
2023
Q3 | $79.9M | Buy |
260,140
+45,882
| +21% | +$14.1M | 0.11% | 91 |
|
|
2023
Q2 | $66.1M | Buy |
214,258
+10,199
| +5% | +$3.15M | 0.09% | 101 |
|
|
2023
Q1 | $58.3M | Sell |
204,059
-315
| -0.2% | -$90K | 0.08% | 100 |
|
|
2022
Q4 | $54.5M | Buy |
204,374
+13,814
| +7% | +$3.69M | 0.08% | 107 |
|
|
2022
Q3 | $49M | Buy |
190,560
+10,245
| +6% | +$2.64M | 0.08% | 97 |
|
|
2022
Q2 | $50.1M | Buy |
180,315
+6,701
| +4% | +$1.86M | 0.08% | 105 |
|
|
2022
Q1 | $58.5M | Buy |
173,614
+78,052
| +82% | +$26.3M | 0.09% | 98 |
|
|
2021
Q4 | $39.6M | Buy |
95,562
+8,154
| +9% | +$3.38M | 0.06% | 115 |
|
|
2021
Q3 | $28M | Sell |
87,408
-1,076
| -1% | -$344K | 0.05% | 145 |
|
|
2021
Q2 | $26.1M | Sell |
88,484
-10,924
| -11% | -$3.22M | 0.05% | 151 |
|
|
2021
Q1 | $27.5M | Buy |
99,408
+7,108
| +8% | +$1.96M | 0.06% | 136 |
|
|
2020
Q4 | $24.1M | Buy |
92,300
+21,234
| +30% | +$5.55M | 0.05% | 142 |
|
|
2020
Q3 | $16.1M | Buy |
71,066
+10,054
| +16% | +$2.27M | 0.04% | 159 |
|
|
2020
Q2 | $13.1M | Sell |
61,012
-2,489
| -4% | -$534K | 0.04% | 160 |
|
|
2020
Q1 | $10.4M | Sell |
63,501
-3,770
| -6% | -$615K | 0.04% | 166 |
|
|
2019
Q4 | $14.2M | Buy |
67,271
+1,899
| +3% | +$400K | 0.04% | 150 |
|
|
2019
Q3 | $12.6M | Buy |
65,372
+5,443
| +9% | +$1.05M | 0.04% | 155 |
|
|
2019
Q2 | $11.1M | Buy |
59,929
+2,738
| +5% | +$506K | 0.04% | 167 |
|
|
2019
Q1 | $10.1M | Sell |
57,191
-4,685
| -8% | -$825K | 0.04% | 161 |
|
|
2018
Q4 | $8.73M | Buy |
61,876
+8,047
| +15% | +$1.13M | 0.04% | 166 |
|
|
2018
Q3 | $9.16M | Sell |
53,829
-602
| -1% | -$102K | 0.03% | 173 |
|
|
2018
Q2 | $8.9M | Buy |
54,431
+14,851
| +38% | +$2.43M | 0.04% | 169 |
|
|
2018
Q1 | $6.08M | Sell |
39,580
-1,968
| -5% | -$302K | 0.02% | 208 |
|
|
2017
Q4 | $6.36M | Buy |
41,548
+1,011
| +2% | +$155K | 0.03% | 195 |
|
|
2017
Q3 | $5.48M | Buy |
40,537
+3,234
| +9% | +$437K | 0.03% | 221 |
|
|
2017
Q2 | $4.61M | Sell |
37,303
-1,769
| -5% | -$219K | 0.02% | 233 |
|
|
2017
Q1 | $4.68M | Sell |
39,072
-2,562
| -6% | -$307K | 0.03% | 216 |
|
|
2016
Q4 | $4.88M | Buy |
41,634
+474
| +1% | +$55.5K | 0.03% | 208 |
|
|
2016
Q3 | $5.03M | Buy |
41,160
+19,819
| +93% | +$2.42M | 0.03% | 197 |
|
|
2016
Q2 | $2.42M | Buy |
21,341
+586
| +3% | +$66.4K | 0.02% | 298 |
|
|
2016
Q1 | $2.4M | Sell |
20,755
-429
| -2% | -$49.5K | 0.02% | 280 |
|
|
2015
Q4 | $2.21M | Sell |
21,184
-2,565
| -11% | -$268K | 0.02% | 283 |
|
|
2015
Q3 | $2.33M | Buy |
23,749
+594
| +3% | +$58.4K | 0.02% | 268 |
|
|
2015
Q2 | $2.24M | Sell |
23,155
-157
| -0.7% | -$15.2K | 0.02% | 272 |
|
|
2015
Q1 | $2.18M | Buy |
23,312
+1,750
| +8% | +$164K | 0.02% | 263 |
|
|
2014
Q4 | $1.93M | Sell |
21,562
-1,307
| -6% | -$117K | 0.02% | 284 |
|
|
2014
Q3 | $1.86M | Buy |
22,869
+987
| +5% | +$80.3K | 0.02% | 257 |
|
|
2014
Q2 | $1.77M | Buy |
21,882
+1,607
| +8% | +$130K | 0.02% | 252 |
|
|
2014
Q1 | $1.62M | Sell |
20,275
-358
| -2% | -$28.5K | 0.02% | 243 |
|
|
2013
Q4 | $1.7M | Sell |
20,633
-795
| -4% | -$65.3K | 0.03% | 208 |
|
|
2013
Q3 | $1.58M | Sell |
21,428
-42
| -0.2% | -$3.09K | 0.03% | 188 |
|
|
2013
Q2 | $1.55M | Buy |
+21,470
| New | +$1.55M | 0.04% | 168 |
|