Fiduciary Alliance’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
3,597
-1,942
-35% -$580K 0.08% 214
2025
Q1
$1.73M Sell
5,539
-78
-1% -$24.3K 0.17% 119
2024
Q4
$1.98M Buy
5,617
+2,886
+106% +$1.02M 0.2% 113
2024
Q3
$965K Buy
2,731
+1,536
+129% +$543K 0.13% 113
2024
Q2
$363K Sell
1,195
-5
-0.4% -$1.52K 0.06% 150
2024
Q1
$407K Buy
1,200
+45
+4% +$15.3K 0.07% 138
2023
Q4
$405K Sell
1,155
-94
-8% -$33K 0.08% 124
2023
Q3
$384K Sell
1,249
-16
-1% -$4.91K 0.09% 122
2023
Q2
$390K Buy
1,265
+193
+18% +$59.6K 0.08% 116
2023
Q1
$306K Buy
1,072
+62
+6% +$17.7K 0.08% 115
2022
Q4
$270K Buy
+1,010
New +$270K 0.07% 121