Dorchester Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,982
| Closed | -$2.82M | – | 147 |
|
|
2024
Q3 | $2.82M | Sell |
7,982
-1,730
| -18% | -$612K | 0.51% | 50 |
|
|
2024
Q2 | $2.95M | Buy |
9,712
+1,472
| +18% | +$447K | 0.57% | 47 |
|
|
2024
Q1 | $2.86M | Buy |
8,240
+100
| +1% | +$34.7K | 0.51% | 50 |
|
|
2023
Q4 | $2.86M | Sell |
8,140
-450
| -5% | -$158K | 0.53% | 51 |
|
|
2023
Q3 | $2.64M | Sell |
8,590
-200
| -2% | -$61.4K | 0.53% | 50 |
|
|
2023
Q2 | $2.71M | Sell |
8,790
-450
| -5% | -$139K | 0.55% | 48 |
|
|
2023
Q1 | $2.64M | Hold |
9,240
| – | – | 0.54% | 49 |
|
|
2022
Q4 | $2.47M | Buy |
9,240
+1,000
| +12% | +$267K | 0.58% | 47 |
|
|
2022
Q3 | $2.12M | Buy |
8,240
+200
| +2% | +$51.5K | 0.47% | 52 |
|
|
2022
Q2 | $2.23M | Buy |
+8,040
| New | +$2.23M | 0.44% | 54 |
|