FRG Family Wealth 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 | $375K | Hold |
1,253
| – | – | 0.07% | 118 |
|
|
2025
Q1 | $391K | Hold |
1,253
| – | – | 0.08% | 111 |
|
|
2024
Q4 | $441K | Hold |
1,253
| – | – | 0.08% | 109 |
|
|
2024
Q3 | $443K | Hold |
1,253
| – | – | 0.08% | 110 |
|
|
2024
Q2 | $399K | Hold |
1,253
| – | – | 0.08% | 111 |
|
|
2024
Q1 | $377K | Sell |
1,253
-88
| -7% | -$26.5K | 0.07% | 111 |
|
|
2023
Q4 | $471K | Hold |
1,341
| – | – | 0.1% | 104 |
|
|
2023
Q3 | $412K | Buy |
+1,341
| New | +$412K | 0.09% | 106 |
|
|
2023
Q2 | – | Sell |
-1,366
| Closed | -$390K | – | 138 |
|
|
2023
Q1 | $390K | Hold |
1,366
| – | – | 0.09% | 111 |
|
|
2022
Q4 | $365K | Hold |
1,366
| – | – | 0.09% | 115 |
|
|
2022
Q3 | $351K | Buy |
1,366
+3
| +0.2% | +$771 | 0.09% | 110 |
|
|
2022
Q2 | $378K | Hold |
1,363
| – | – | 0.09% | 110 |
|
|
2022
Q1 | $460K | Hold |
1,363
| – | – | 0.09% | 111 |
|
|
2021
Q4 | $565K | Hold |
1,363
| – | – | 0.11% | 99 |
|
|
2021
Q3 | $436K | Hold |
1,363
| – | – | 0.09% | 102 |
|
|
2021
Q2 | $402K | Hold |
1,363
| – | – | 0.08% | 110 |
|
|
2021
Q1 | $377K | Hold |
1,363
| – | – | 0.08% | 107 |
|
|
2020
Q4 | $356K | Hold |
1,363
| – | – | 0.08% | 107 |
|
|
2020
Q3 | $308K | Hold |
1,363
| – | – | 0.07% | 107 |
|
|
2020
Q2 | $293K | Hold |
1,363
| – | – | 0.08% | 106 |
|
|
2020
Q1 | $223K | Buy |
1,363
+50
| +4% | +$8.18K | 0.07% | 106 |
|
|
2019
Q4 | $276K | Hold |
1,313
| – | – | 0.07% | 109 |
|
|
2019
Q3 | $253K | Hold |
1,313
| – | – | 0.07% | 113 |
|
|
2019
Q2 | $243K | Hold |
1,313
| – | – | 0.06% | 121 |
|
|
2019
Q1 | $231K | Buy |
+1,313
| New | +$231K | 0.07% | 121 |
|
|
2018
Q4 | – | Sell |
-1,313
| Closed | -$223K | – | 128 |
|
|
2018
Q3 | $223K | Hold |
1,313
| – | – | 0.06% | 136 |
|
|
2018
Q2 | $215K | Hold |
1,313
| – | – | 0.06% | 143 |
|
|
2018
Q1 | $202K | Buy |
+1,313
| New | +$202K | 0.07% | 143 |
|