Cypress Wealth Services’s Accenture ACN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
1,209
+51
+4% +$15.2K 0.06% 205
2025
Q1
$361K Sell
1,158
-4
-0.3% -$1.25K 0.07% 187
2024
Q4
$409K Sell
1,162
-30
-3% -$10.6K 0.08% 170
2024
Q3
$421K Buy
1,192
+33
+3% +$11.7K 0.09% 170
2024
Q2
$352K Sell
1,159
-49
-4% -$14.9K 0.08% 179
2024
Q1
$419K Buy
1,208
+97
+9% +$33.6K 0.1% 162
2023
Q4
$390K Hold
1,111
0.1% 166
2023
Q3
$341K Buy
1,111
+2
+0.2% +$614 0.09% 171
2023
Q2
$355K Buy
1,109
+3
+0.3% +$959 0.09% 170
2023
Q1
$316K Buy
1,106
+3
+0.3% +$857 0.09% 177
2022
Q4
$294K Buy
1,103
+34
+3% +$9.07K 0.09% 183
2022
Q3
$278K Sell
1,069
-34
-3% -$8.84K 0.09% 176
2022
Q2
$306K Buy
1,103
+20
+2% +$5.55K 0.1% 172
2022
Q1
$365K Buy
1,083
+2
+0.2% +$674 0.1% 155
2021
Q4
$448K Buy
1,081
+2
+0.2% +$829 0.12% 130
2021
Q3
$345K Sell
1,079
-96
-8% -$30.7K 0.1% 151
2021
Q2
$347K Buy
1,175
+62
+6% +$18.3K 0.09% 178
2021
Q1
$308K Sell
1,113
-168
-13% -$46.5K 0.06% 213
2020
Q4
$335K Buy
+1,281
New +$335K 0.07% 190
2020
Q3
Sell
-1,297
Closed -$279K 4
2020
Q2
$279K Sell
1,297
-8
-0.6% -$1.72K 0.07% 211
2020
Q1
$213K Buy
1,305
+73
+6% +$11.9K 0.06% 221
2019
Q4
$259K Buy
1,232
+13
+1% +$2.73K 0.07% 208
2019
Q3
$235K Sell
1,219
-138
-10% -$26.6K 0.06% 215
2019
Q2
$251K Sell
1,357
-60
-4% -$11.1K 0.07% 210
2019
Q1
$249K Buy
+1,417
New +$249K 0.08% 204