Cypress Wealth Services’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $528K | Buy |
4,239
+1,834
| +76% | +$318K | 0.06% | 228 |
|
|
2026
Q1 | $477K | Buy |
2,405
+193
| +9% | +$45K | 0.07% | 231 |
|
|
2025
Q4 | $594K | Buy |
2,212
+573
| +35% | +$146K | 0.08% | 190 |
|
|
2025
Q3 | $404K | Buy |
1,639
+430
| +36% | +$112K | 0.07% | 204 |
|
|
2025
Q2 | $361K | Buy |
1,209
+51
| +4% | +$15.5K | 0.06% | 205 |
|
|
2025
Q1 | $361K | Sell |
1,158
-4
| -0.3% | -$1.41K | 0.07% | 187 |
|
|
2024
Q4 | $409K | Sell |
1,162
-30
| -3% | -$10.8K | 0.08% | 170 |
|
|
2024
Q3 | $421K | Buy |
1,192
+33
| +3% | +$10.9K | 0.09% | 170 |
|
|
2024
Q2 | $352K | Sell |
1,159
-49
| -4% | -$15K | 0.08% | 179 |
|
|
2024
Q1 | $419K | Buy |
1,208
+97
| +9% | +$35.4K | 0.1% | 162 |
|
|
2023
Q4 | $390K | Hold |
1,111
| – | – | 0.1% | 166 |
|
|
2023
Q3 | $341K | Buy |
1,111
+2
| +0.2% | +$630 | 0.09% | 171 |
|
|
2023
Q2 | $355K | Buy |
1,109
+3
| +0.3% | +$872 | 0.09% | 170 |
|
|
2023
Q1 | $316K | Buy |
1,106
+3
| +0.3% | +$818 | 0.09% | 177 |
|
|
2022
Q4 | $294K | Buy |
1,103
+34
| +3% | +$9.4K | 0.09% | 183 |
|
|
2022
Q3 | $278K | Sell |
1,069
-34
| -3% | -$9.83K | 0.09% | 176 |
|
|
2022
Q2 | $306K | Buy |
1,103
+20
| +2% | +$6.01K | 0.1% | 172 |
|
|
2022
Q1 | $365K | Buy |
1,083
+2
| +0.2% | +$675 | 0.1% | 155 |
|
|
2021
Q4 | $448K | Buy |
1,081
+2
| +0.2% | +$729 | 0.12% | 130 |
|
|
2021
Q3 | $345K | Sell |
1,079
-96
| -8% | -$31.2K | 0.1% | 151 |
|
|
2021
Q2 | $347K | Buy |
1,175
+62
| +6% | +$17.8K | 0.09% | 178 |
|
|
2021
Q1 | $308K | Sell |
1,113
-168
| -13% | -$43.4K | 0.06% | 213 |
|
|
2020
Q4 | $335K | Buy |
+1,281
| New | +$307K | 0.07% | 190 |
|
|
2020
Q3 | – | Sell |
-1,297
| Closed | -$297K | – | 269 |
|
|
2020
Q2 | $279K | Sell |
1,297
-8
| -0.6% | -$1.51K | 0.07% | 211 |
|
|
2020
Q1 | $213K | Buy |
1,305
+73
| +6% | +$14.1K | 0.06% | 221 |
|
|
2019
Q4 | $259K | Buy |
1,232
+13
| +1% | +$2.53K | 0.07% | 208 |
|
|
2019
Q3 | $235K | Sell |
1,219
-138
| -10% | -$26.7K | 0.06% | 215 |
|
|
2019
Q2 | $251K | Sell |
1,357
-60
| -4% | -$10.8K | 0.07% | 210 |
|
|
2019
Q1 | $249K | Buy |
+1,417
| New | +$223K | 0.08% | 204 |
|
Other funds holding ACN
WT
DC
CIM
YIH
CNB
SIM
RT
AMBIA
QCM