Focused Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-110
| Closed | -$38.5K | – | 217 |
|
|
2023
Q4 | $38.5K | Hold |
110
| – | – | 0.01% | 341 |
|
|
2023
Q3 | $33.7K | Sell |
110
-10
| -8% | -$3.15K | 0.01% | 342 |
|
|
2023
Q2 | $36.9K | Hold |
120
| – | – | 0.01% | 349 |
|
|
2023
Q1 | $34.2K | Buy |
120
+1
| +0.8% | +$273 | 0.01% | 360 |
|
|
2022
Q4 | $31.9K | Hold |
119
| – | – | 0.01% | 358 |
|
|
2022
Q3 | $31K | Hold |
119
| – | – | 0.01% | 334 |
|
|
2022
Q2 | $33K | Hold |
119
| – | – | 0.01% | 329 |
|
|
2022
Q1 | $40K | Hold |
119
| – | – | 0.01% | 332 |
|
|
2021
Q4 | $49K | Hold |
119
| – | – | 0.01% | 368 |
|
|
2021
Q3 | $38K | Hold |
119
| – | – | 0.01% | 415 |
|
|
2021
Q2 | $35K | Hold |
119
| – | – | 0.01% | 427 |
|
|
2021
Q1 | $33K | Buy |
119
+19
| +19% | +$4.91K | 0.01% | 426 |
|
|
2020
Q4 | $26K | Hold |
100
| – | – | 0.01% | 421 |
|
|
2020
Q3 | $23K | Hold |
100
| – | – | 0.01% | 392 |
|
|
2020
Q2 | $21K | Hold |
100
| – | – | ﹤0.01% | 395 |
|
|
2020
Q1 | $16K | Hold |
100
| – | – | ﹤0.01% | 399 |
|
|
2019
Q4 | $21K | Hold |
100
| – | – | 0.01% | 392 |
|
|
2019
Q3 | $19K | Sell |
100
-100
| -50% | -$19.4K | 0.01% | 393 |
|
|
2019
Q2 | $37K | Hold |
200
| – | – | 0.01% | 348 |
|
|
2019
Q1 | $35K | Hold |
200
| – | – | 0.01% | 321 |
|
|
2018
Q4 | $28K | Buy |
200
+100
| +100% | +$15.8K | 0.01% | 350 |
|
|
2018
Q3 | $17K | Sell |
100
-100
| -50% | -$16.6K | 0.01% | 384 |
|
|
2018
Q2 | $33K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2018
Q1 | $31K | Hold |
200
| – | – | 0.01% | 339 |
|
|
2017
Q4 | $31K | Sell |
200
-119
| -37% | -$17.2K | 0.01% | 341 |
|
|
2017
Q3 | $43K | Buy |
319
+100
| +46% | +$13K | 0.01% | 250 |
|
|
2017
Q2 | $27K | Buy |
219
+100
| +84% | +$12.2K | 0.01% | 344 |
|
|
2017
Q1 | $14K | Sell |
119
-40
| -25% | -$4.78K | 0.01% | 422 |
|
|
2016
Q4 | $19K | Sell |
159
-41
| -21% | -$4.87K | 0.01% | 380 |
|
|
2016
Q3 | $24K | Hold |
200
| – | – | 0.01% | 339 |
|
|
2016
Q2 | $23K | Hold |
200
| – | – | 0.01% | 334 |
|
|
2016
Q1 | $23K | Hold |
200
| – | – | 0.01% | 278 |
|
|
2015
Q4 | $21K | Hold |
200
| – | – | 0.01% | 313 |
|
|
2015
Q3 | $20K | Hold |
200
| – | – | 0.01% | 295 |
|
|
2015
Q2 | $19K | Hold |
200
| – | – | 0.01% | 319 |
|
|
2015
Q1 | $19K | Hold |
200
| – | – | 0.01% | 324 |
|
|
2014
Q4 | $18K | Hold |
200
| – | – | 0.01% | 321 |
|
|
2014
Q3 | $16K | Hold |
200
| – | – | 0.01% | 351 |
|
|
2014
Q2 | $16K | Hold |
200
| – | – | 0.01% | 343 |
|
|
2014
Q1 | $16K | Hold |
200
| – | – | 0.01% | 324 |
|
|
2013
Q4 | $16K | Hold |
200
| – | – | 0.01% | 324 |
|
|
2013
Q3 | $15K | Buy |
+200
| New | +$14.8K | 0.01% | 317 |
|
Other funds holding ACN
Focused Wealth Management's ACN Position: Q1 2024 in Review
Focused Wealth Management sold out of Accenture (ACN) in Q1 2024, closing a stake of 110 shares — an estimated $38.5K sold.
Focused Wealth Management first reported a position in ACN in Q3 2013 and held it in 42 quarters. The position peaked at $49K in Q4 2021. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.
- Focused Wealth Management reported no remaining Accenture position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 110 Accenture shares in Q1 2024, an estimated $38.5K.
- Focused Wealth Management first reported a position in Accenture in Q3 2013 and held it in 42 quarters.
- Focused Wealth Management's Accenture position peaked at $49K in Q4 2021.
- 2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.