Delap Wealth Advisory’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-790
| Closed | -$274K | – | 122 |
|
|
2024
Q1 | $274K | Buy |
+790
| New | +$274K | 0.11% | 171 |
|
|
2023
Q2 | – | Sell |
-1,800
| Closed | -$514K | – | 51 |
|
|
2023
Q1 | $514K | Sell |
1,800
-409
| -19% | -$117K | 0.53% | 30 |
|
|
2022
Q4 | $589K | Buy |
+2,209
| New | +$589K | 0.62% | 31 |
|