DBRC
D.B. Root & Company’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
783
-173
| -18% | -$51.7K | 0.07% | 169 |
|
|
2025
Q1 | $298K | Sell |
956
-110
| -10% | -$34.3K | 0.1% | 136 |
|
|
2024
Q4 | $375K | Buy |
1,066
+125
| +13% | +$44K | 0.12% | 124 |
|
|
2024
Q3 | $333K | Buy |
941
+190
| +25% | +$67.2K | 0.11% | 130 |
|
|
2024
Q2 | $228K | Buy |
+751
| New | +$228K | 0.08% | 176 |
|
|
2024
Q1 | – | Sell |
-650
| Closed | -$228K | – | 177 |
|
|
2023
Q4 | $228K | Buy |
+650
| New | +$228K | 0.08% | 157 |
|
|
2022
Q2 | – | Sell |
-655
| Closed | -$220K | – | 167 |
|
|
2022
Q1 | $220K | Hold |
655
| – | – | 0.08% | 173 |
|
|
2021
Q4 | $271K | Sell |
655
-35
| -5% | -$14.5K | 0.1% | 167 |
|
|
2021
Q3 | $220K | Buy |
690
+5
| +0.7% | +$1.59K | 0.09% | 183 |
|
|
2021
Q2 | $201K | Sell |
685
-167
| -20% | -$49K | 0.08% | 199 |
|
|
2021
Q1 | $235K | Sell |
852
-63
| -7% | -$17.4K | 0.09% | 188 |
|
|
2020
Q4 | $239K | Sell |
915
-225
| -20% | -$58.8K | 0.1% | 184 |
|
|
2020
Q3 | $257K | Sell |
1,140
-21
| -2% | -$4.73K | 0.1% | 183 |
|
|
2020
Q2 | $249K | Buy |
+1,161
| New | +$249K | 0.11% | 178 |
|