Financial Synergies Wealth Advisors’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 |
-40
| Closed | -$13.9K | – | 75 |
|
|
2024
Q1 | $13.9K | Buy |
40
+6
| +18% | +$2.08K | ﹤0.01% | 230 |
|
|
2023
Q4 | $9.07K | Sell |
34
-6
| -15% | -$1.6K | ﹤0.01% | 194 |
|
|
2023
Q3 | $12.3K | Hold |
40
| – | – | ﹤0.01% | 217 |
|
|
2023
Q2 | $12.3K | Sell |
40
-12
| -23% | -$3.7K | ﹤0.01% | 214 |
|
|
2023
Q1 | $14.9K | Buy |
52
+18
| +53% | +$5.15K | ﹤0.01% | 206 |
|
|
2022
Q4 | $9.07K | Buy |
34
+21
| +162% | +$5.6K | ﹤0.01% | 194 |
|
|
2022
Q3 | $3.35K | Buy |
13
+4
| +44% | +$1.03K | ﹤0.01% | 207 |
|
|
2022
Q2 | $2.5K | Buy |
+9
| New | +$2.5K | ﹤0.01% | 219 |
|