Golden State Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
1,062
+24
| +2% | +$7.18K | 0.04% | 293 |
|
|
2025
Q1 | $324K | Sell |
1,038
-16
| -2% | -$4.99K | 0.05% | 280 |
|
|
2024
Q4 | $371K | Buy |
+1,054
| New | +$371K | 0.06% | 240 |
|
|
2022
Q1 | $589K | Buy |
1,746
+552
| +46% | +$186K | 0.12% | 159 |
|
|
2021
Q4 | $495K | Buy |
1,194
+384
| +47% | +$159K | 0.09% | 209 |
|
|
2021
Q3 | $259K | Buy |
810
+47
| +6% | +$15K | 0.06% | 253 |
|
|
2021
Q2 | $225K | Sell |
763
-95
| -11% | -$28K | 0.05% | 264 |
|
|
2021
Q1 | $237K | Sell |
858
-438
| -34% | -$121K | 0.08% | 175 |
|
|
2020
Q4 | $338K | Buy |
1,296
+218
| +20% | +$56.9K | 0.1% | 162 |
|
|
2020
Q3 | $244K | Sell |
1,078
-400
| -27% | -$90.5K | 0.08% | 171 |
|
|
2020
Q2 | $317K | Buy |
1,478
+383
| +35% | +$82.1K | 0.1% | 130 |
|
|
2020
Q1 | $179K | Buy |
+1,095
| New | +$179K | 0.08% | 171 |
|
|
2019
Q4 | – | Sell |
-970
| Closed | -$187K | – | 64 |
|
|
2019
Q3 | $187K | Buy |
970
+100
| +11% | +$19.3K | 0.06% | 213 |
|
|
2019
Q2 | $160K | Buy |
870
+82
| +10% | +$15.1K | 0.05% | 253 |
|
|
2019
Q1 | $139K | Buy |
+788
| New | +$139K | 0.05% | 276 |
|