Halbert Hargrove Global Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Buy |
44
+12
| +38% | +$3.59K | ﹤0.01% | 200 |
|
|
2025
Q1 | $9.89K | Sell |
32
-112
| -78% | -$34.6K | ﹤0.01% | 237 |
|
|
2024
Q4 | $50.7K | Buy |
+144
| New | +$50.7K | ﹤0.01% | 135 |
|
|
2023
Q2 | – | Sell |
-1,100
| Closed | -$314K | – | 90 |
|
|
2023
Q1 | $314K | Sell |
1,100
-100
| -8% | -$28.6K | 0.02% | 99 |
|
|
2022
Q4 | $320K | Sell |
1,200
-44
| -4% | -$11.7K | 0.02% | 98 |
|
|
2022
Q3 | $320K | Buy |
1,244
+184
| +17% | +$47.3K | 0.02% | 94 |
|
|
2022
Q2 | $295K | Buy |
1,060
+76
| +8% | +$21.2K | 0.02% | 106 |
|
|
2022
Q1 | $332K | Sell |
984
-5
| -0.5% | -$1.69K | 0.02% | 99 |
|
|
2021
Q4 | $410K | Buy |
989
+71
| +8% | +$29.4K | 0.03% | 85 |
|
|
2021
Q3 | $294K | Sell |
918
-344
| -27% | -$110K | 0.02% | 101 |
|
|
2021
Q2 | $372K | Buy |
1,262
+396
| +46% | +$117K | 0.02% | 85 |
|
|
2021
Q1 | $239K | Buy |
+866
| New | +$239K | 0.02% | 109 |
|