Family Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-750
| Closed | -$260K | – | 176 |
|
|
2024
Q1 | $260K | Buy |
+750
| New | +$260K | 0.05% | 125 |
|
|
2022
Q1 | – | Sell |
-522
| Closed | -$216K | – | 168 |
|
|
2021
Q4 | $216K | Sell |
522
-114
| -18% | -$47.2K | 0.06% | 157 |
|
|
2021
Q3 | $203K | Sell |
636
-103
| -14% | -$32.9K | 0.06% | 153 |
|
|
2021
Q2 | $218K | Buy |
739
+8
| +1% | +$2.36K | 0.06% | 167 |
|
|
2021
Q1 | $202K | Sell |
731
-59
| -7% | -$16.3K | 0.06% | 142 |
|
|
2020
Q4 | $206K | Buy |
+790
| New | +$206K | 0.07% | 146 |
|
|
2020
Q3 | – | Sell |
-1,403
| Closed | -$301K | – | 123 |
|
|
2020
Q2 | $301K | Buy |
1,403
+62
| +5% | +$13.3K | 0.12% | 109 |
|
|
2020
Q1 | $219K | Sell |
1,341
-62
| -4% | -$10.1K | 0.11% | 114 |
|
|
2019
Q4 | $295K | Buy |
1,403
+134
| +11% | +$28.2K | 0.1% | 123 |
|
|
2019
Q3 | $244K | Buy |
+1,269
| New | +$244K | 0.09% | 122 |
|