Halbert Hargrove Global Advisors’s Accenture ACN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.16K	Hold	26	–	–	﹤0.01%	321
2025 Q4	$6.98K	Sell	26 -18	-41%	-$4.57K	﹤0.01%	310
2025 Q3	$10.9K	Hold	44	–	–	﹤0.01%	323
2025 Q2	$13.2K	Buy	44 +12	+38%	+$3.65K	﹤0.01%	212
2025 Q1	$9.89K	Sell	32 -112	-78%	-$39.6K	﹤0.01%	249
2024 Q4	$50.7K	Buy	+144	New	+$51.8K	﹤0.01%	149
2023 Q2	–	Sell	-1,100	Closed	-$314K	–	97
2023 Q1	$314K	Sell	1,100 -100	-8%	-$27.3K	0.02%	104
2022 Q4	$320K	Sell	1,200 -44	-4%	-$12.2K	0.02%	103
2022 Q3	$320K	Buy	1,244 +184	+17%	+$53.2K	0.03%	100
2022 Q2	$295K	Buy	1,060 +76	+8%	+$22.8K	0.02%	112
2022 Q1	$332K	Sell	984 -5	-0.5%	-$1.69K	0.02%	104
2021 Q4	$410K	Buy	989 +71	+8%	+$25.9K	0.03%	89
2021 Q3	$294K	Sell	918 -344	-27%	-$112K	0.02%	102
2021 Q2	$372K	Buy	1,262 +396	+46%	+$113K	0.02%	88
2021 Q1	$239K	Buy	+866	New	+$224K	0.02%	112