Elmwood Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,417
| Closed | -$649K | – | 179 |
|
|
2025
Q4 | $649K | Buy |
2,417
+133
| +6% | +$33.8K | 0.2% | 103 |
|
|
2025
Q3 | $563K | Buy |
2,284
+245
| +12% | +$63.9K | 0.2% | 98 |
|
|
2025
Q2 | $609K | Sell |
2,039
-3
| -0.1% | -$914 | 0.24% | 88 |
|
|
2025
Q1 | $637K | Sell |
2,042
-20
| -1% | -$7.06K | 0.26% | 86 |
|
|
2024
Q4 | $725K | Buy |
2,062
+15
| +0.7% | +$5.4K | 0.29% | 88 |
|
|
2024
Q3 | $724K | Buy |
2,047
+91
| +5% | +$29.9K | 0.3% | 89 |
|
|
2024
Q2 | $593K | Buy |
+1,956
| New | +$599K | 0.26% | 89 |
|
|
2022
Q1 | – | Sell |
-385
| Closed | -$160K | – | 115 |
|
|
2021
Q4 | $160K | Buy |
+385
| New | +$140K | 0.08% | 124 |
|
|
2021
Q2 | $113K | Hold |
385
| – | – | 0.06% | 131 |
|
|
2021
Q1 | $106K | Buy |
+385
| New | +$99.5K | 0.06% | 127 |
|
|
2020
Q3 | $83K | Hold |
388
| – | – | 0.07% | 110 |
|
|
2020
Q2 | $83K | Buy |
388
+3
| +0.8% | +$567 | 0.07% | 110 |
|
|
2020
Q1 | $59.1K | Buy |
+385
| New | +$74.2K | 0.06% | 119 |
|
|
2019
Q4 | – | Sell |
-385
| Closed | -$74K | – | 89 |
|
|
2019
Q3 | $74K | Hold |
385
| – | – | 0.07% | 102 |
|
|
2019
Q2 | $71K | Hold |
385
| – | – | 0.06% | 116 |
|
|
2019
Q1 | $68K | Hold |
385
| – | – | 0.06% | 112 |
|
|
2018
Q4 | $54K | Hold |
385
| – | – | 0.05% | 124 |
|
|
2018
Q3 | $65.5K | Hold |
385
| – | – | 0.05% | 127 |
|
|
2018
Q2 | $63K | Hold |
385
| – | – | 0.06% | 120 |
|
|
2018
Q1 | $59.1K | Buy |
+385
| New | +$61K | 0.06% | 119 |
|
Other funds holding ACN
VCM
VPM
