Crewe Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-773
| Closed | -$235K | – | 720 |
|
|
2024
Q2 | $235K | Buy |
773
+356
| +85% | +$108K | 0.03% | 163 |
|
|
2024
Q1 | $145K | Buy |
+417
| New | +$145K | 0.02% | 219 |
|
|
2023
Q3 | – | Sell |
-111
| Closed | -$34.3K | – | 590 |
|
|
2023
Q2 | $34.3K | Sell |
111
-340
| -75% | -$105K | ﹤0.01% | 301 |
|
|
2023
Q1 | $129K | Sell |
451
-110
| -20% | -$31.4K | 0.02% | 204 |
|
|
2022
Q4 | $150K | Sell |
561
-550
| -50% | -$147K | 0.02% | 184 |
|
|
2022
Q3 | $286K | Buy |
1,111
+533
| +92% | +$137K | 0.05% | 107 |
|
|
2022
Q2 | $160K | Buy |
578
+485
| +522% | +$134K | 0.04% | 157 |
|
|
2022
Q1 | $31K | Hold |
93
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $39K | Sell |
93
-30
| -24% | -$12.6K | 0.01% | 210 |
|
|
2021
Q3 | $39K | Sell |
123
-48
| -28% | -$15.2K | 0.01% | 165 |
|
|
2021
Q2 | $50K | Hold |
171
| – | – | 0.01% | 155 |
|
|
2021
Q1 | $47K | Hold |
171
| – | – | 0.01% | 155 |
|
|
2020
Q4 | $45K | Hold |
171
| – | – | 0.02% | 147 |
|
|
2020
Q3 | $39K | Buy |
+171
| New | +$39K | 0.02% | 145 |
|
|
2019
Q3 | – | Sell |
-23
| Closed | -$4K | – | 214 |
|
|
2019
Q2 | $4K | Hold |
23
| – | – | ﹤0.01% | 243 |
|
|
2019
Q1 | $4K | Sell |
23
-77
| -77% | -$13.4K | ﹤0.01% | 197 |
|
|
2018
Q4 | $14K | Sell |
100
-50
| -33% | -$7K | ﹤0.01% | 171 |
|
|
2018
Q3 | $26K | Sell |
150
-150
| -50% | -$26K | 0.02% | 161 |
|
|
2018
Q2 | $48K | Buy |
300
+150
| +100% | +$24K | 0.04% | 124 |
|
|
2018
Q1 | $23K | Hold |
150
| – | – | 0.02% | 176 |
|
|
2017
Q4 | $23K | Buy |
+150
| New | +$23K | 0.02% | 182 |
|