Everhart Financial Group’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$857K Sell
2,868
-1,110
-28% -$332K 0.1% 141
2025
Q1
$1.24M Buy
3,978
+168
+4% +$52.4K 0.17% 86
2024
Q4
$1.34M Buy
3,810
+126
+3% +$44.3K 0.28% 68
2024
Q3
$1.3M Buy
3,684
+1,037
+39% +$367K 0.29% 66
2024
Q2
$803K Sell
2,647
-338
-11% -$103K 0.21% 99
2024
Q1
$1.03M Buy
2,985
+357
+14% +$124K 0.3% 68
2023
Q4
$922K Buy
2,628
+466
+22% +$164K 0.33% 64
2023
Q3
$664K Buy
2,162
+219
+11% +$67.3K 0.28% 75
2023
Q2
$600K Buy
1,943
+244
+14% +$75.3K 0.25% 82
2023
Q1
$486K Sell
1,699
-655
-28% -$187K 0.22% 91
2022
Q4
$628K Sell
2,354
-97
-4% -$25.9K 0.32% 67
2022
Q3
$631K Buy
2,451
+222
+10% +$57.2K 0.35% 56
2022
Q2
$619K Buy
2,229
+1,474
+195% +$409K 0.38% 56
2022
Q1
$255K Sell
755
-343
-31% -$116K 0.15% 102
2021
Q4
$455K Buy
+1,098
New +$455K 0.27% 66