Heirloom 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 | $580K | Hold |
1,940
| – | – | 0.15% | 29 |
|
|
2025
Q1 | $605K | Sell |
1,940
-48
| -2% | -$15K | 0.17% | 27 |
|
|
2024
Q4 | $699K | Sell |
1,988
-883
| -31% | -$311K | 0.21% | 28 |
|
|
2024
Q3 | $1.01M | Sell |
2,871
-3
| -0.1% | -$1.06K | 0.32% | 25 |
|
|
2024
Q2 | $872K | Hold |
2,874
| – | – | 0.28% | 27 |
|
|
2024
Q1 | $996K | Sell |
2,874
-3
| -0.1% | -$1.04K | 0.34% | 27 |
|
|
2023
Q4 | $1.01M | Sell |
2,877
-380
| -12% | -$133K | 0.39% | 25 |
|
|
2023
Q3 | $1M | Sell |
3,257
-7
| -0.2% | -$2.15K | 0.44% | 24 |
|
|
2023
Q2 | $1.01M | Hold |
3,264
| – | – | 0.44% | 26 |
|
|
2023
Q1 | $933K | Hold |
3,264
| – | – | 0.45% | 27 |
|
|
2022
Q4 | $871K | Buy |
+3,264
| New | +$871K | 0.54% | 26 |
|
|
2022
Q2 | $1.01M | Hold |
3,264
| – | – | 0.83% | 18 |
|
|
2022
Q1 | $936K | Hold |
3,264
| – | – | 0.65% | 20 |
|
|
2021
Q4 | $1.11M | Buy |
+3,264
| New | +$1.11M | 0.95% | 20 |
|