Fortis Capital 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 | $260K | Sell |
871
-2,411
| -73% | -$721K | 0.05% | 212 |
|
|
2025
Q1 | $1.02M | Buy |
+3,282
| New | +$1.02M | 0.21% | 84 |
|
|
2024
Q2 | – | Sell |
-6,917
| Closed | -$2.4M | – | 160 |
|
|
2024
Q1 | $2.4M | Buy |
+6,917
| New | +$2.4M | 1.01% | 20 |
|
|
2023
Q3 | – | Sell |
-671
| Closed | -$207K | – | 103 |
|
|
2023
Q2 | $207K | Sell |
671
-33
| -5% | -$10.2K | 0.12% | 103 |
|
|
2023
Q1 | $201K | Buy |
704
+167
| +31% | +$47.7K | 0.11% | 109 |
|
|
2022
Q4 | $143K | Buy |
+537
| New | +$143K | 0.09% | 151 |
|