FirstPurpose Wealth’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1M | Sell |
3,089
-226
| -7% | -$73.3K | 0.36% | 51 |
|
|
2023
Q4 | $1.16M | Buy |
3,315
+144
| +5% | +$50.5K | 0.44% | 39 |
|
|
2023
Q3 | $974K | Buy |
3,171
+20
| +0.6% | +$6.14K | 0.42% | 43 |
|
|
2023
Q2 | $972K | Buy |
3,151
+264
| +9% | +$81.5K | 0.42% | 44 |
|
|
2023
Q1 | $825K | Buy |
2,887
+176
| +6% | +$50.3K | 0.41% | 47 |
|
|
2022
Q4 | $723K | Sell |
2,711
-194
| -7% | -$51.8K | 0.4% | 44 |
|
|
2022
Q3 | $747K | Buy |
2,905
+431
| +17% | +$111K | 0.49% | 37 |
|
|
2022
Q2 | $687K | Buy |
2,474
+297
| +14% | +$82.5K | 0.46% | 41 |
|
|
2022
Q1 | $734K | Buy |
2,177
+191
| +10% | +$64.4K | 0.57% | 38 |
|
|
2021
Q4 | $823K | Buy |
+1,986
| New | +$823K | 0.52% | 34 |
|