Diversified Portfolios Inc’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Sell
826
-1
-0.1% -$299 0.02% 149
2025
Q1
$258K Sell
827
-1,055
-56% -$329K 0.03% 133
2024
Q4
$662K Buy
1,882
+30
+2% +$10.6K 0.07% 101
2024
Q3
$655K Buy
1,852
+16
+0.9% +$5.66K 0.07% 97
2024
Q2
$557K Sell
1,836
-5
-0.3% -$1.52K 0.07% 99
2024
Q1
$638K Buy
1,841
+5
+0.3% +$1.73K 0.09% 85
2023
Q4
$644K Sell
1,836
-21
-1% -$7.37K 0.1% 79
2023
Q3
$570K Sell
1,857
-495
-21% -$152K 0.11% 78
2023
Q2
$726K Buy
2,352
+68
+3% +$21K 0.15% 72
2023
Q1
$653K Hold
2,284
0.15% 76
2022
Q4
$609K Sell
2,284
-31
-1% -$8.27K 0.14% 79
2022
Q3
$596K Buy
2,315
+1,500
+184% +$386K 0.16% 69
2022
Q2
$226K Sell
815
-1,500
-65% -$416K 0.06% 117
2022
Q1
$781K Hold
2,315
0.19% 67
2021
Q4
$960K Sell
2,315
-21
-0.9% -$8.71K 0.23% 56
2021
Q3
$747K Hold
2,336
0.21% 56
2021
Q2
$689K Buy
2,336
+758
+48% +$224K 0.26% 48
2021
Q1
$436K Sell
1,578
-256
-14% -$70.7K 0.14% 65
2020
Q4
$479K Hold
1,834
0.17% 52
2020
Q3
$414K Buy
+1,834
New +$414K 0.18% 42