Fermata Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,110
| Closed | -$346K | – | 224 |
|
|
2025
Q1 | $346K | Sell |
1,110
-419
| -27% | -$131K | 0.06% | 203 |
|
|
2024
Q4 | $538K | Sell |
1,529
-548
| -26% | -$193K | 0.1% | 135 |
|
|
2024
Q3 | $734K | Buy |
2,077
+386
| +23% | +$136K | 0.15% | 99 |
|
|
2024
Q2 | $513K | Buy |
1,691
+641
| +61% | +$194K | 0.12% | 109 |
|
|
2024
Q1 | $364K | Sell |
1,050
-159
| -13% | -$55.1K | 0.08% | 140 |
|
|
2023
Q4 | $424K | Buy |
1,209
+116
| +11% | +$40.7K | 0.1% | 111 |
|
|
2023
Q3 | $336K | Buy |
+1,093
| New | +$336K | 0.09% | 118 |
|