Elwood & Goetz Wealth Advisory Group’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,427
| Closed | -$502K | – | 99 |
|
|
2024
Q4 | $502K | Sell |
1,427
-44
| -3% | -$15.5K | 0.12% | 53 |
|
|
2024
Q3 | $520K | Buy |
1,471
+605
| +70% | +$214K | 0.13% | 52 |
|
|
2024
Q2 | $263K | Hold |
866
| – | – | 0.07% | 63 |
|
|
2024
Q1 | $300K | Hold |
866
| – | – | 0.07% | 63 |
|
|
2023
Q4 | $304K | Buy |
866
+32
| +4% | +$11.2K | 0.06% | 66 |
|
|
2023
Q3 | $256K | Buy |
+834
| New | +$256K | 0.06% | 66 |
|