HCR 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 | $223K | Hold |
747
| – | – | 0.03% | 215 |
|
2025
Q1 | $233K | Sell |
747
-6
| -0.8% | -$1.87K | 0.03% | 206 |
|
2024
Q4 | $265K | Sell |
753
-195
| -21% | -$68.6K | 0.03% | 191 |
|
2024
Q3 | $335K | Buy |
948
+65
| +7% | +$23K | 0.04% | 173 |
|
2024
Q2 | $268K | Hold |
883
| – | – | 0.04% | 182 |
|
2024
Q1 | $306K | Buy |
883
+199
| +29% | +$69K | 0.05% | 169 |
|
2023
Q4 | $240K | Buy |
+684
| New | +$240K | 0.04% | 176 |
|