Heritage 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 | $211K | Buy |
707
+1
| +0.1% | +$299 | 0.01% | 202 |
|
|
2025
Q1 | $220K | Sell |
706
-359
| -34% | -$112K | 0.01% | 192 |
|
|
2024
Q4 | $375K | Sell |
1,065
-31
| -3% | -$10.9K | 0.02% | 153 |
|
|
2024
Q3 | $387K | Buy |
1,096
+41
| +4% | +$14.5K | 0.02% | 160 |
|
|
2024
Q2 | $320K | Sell |
1,055
-71
| -6% | -$21.5K | 0.01% | 165 |
|
|
2024
Q1 | $390K | Hold |
1,126
| – | – | 0.02% | 162 |
|
|
2023
Q4 | $395K | Buy |
1,126
+1
| +0.1% | +$351 | 0.02% | 160 |
|
|
2023
Q3 | $346K | Hold |
1,125
| – | – | 0.02% | 157 |
|
|
2023
Q2 | $347K | Sell |
1,125
-10
| -0.9% | -$3.09K | 0.02% | 160 |
|
|
2023
Q1 | $325K | Buy |
1,135
+108
| +11% | +$30.9K | 0.02% | 164 |
|
|
2022
Q4 | $274K | Buy |
1,027
+202
| +24% | +$53.9K | 0.02% | 181 |
|
|
2022
Q3 | $212K | Hold |
825
| – | – | 0.02% | 194 |
|
|
2022
Q2 | $229K | Hold |
825
| – | – | 0.02% | 189 |
|
|
2022
Q1 | $278K | Hold |
825
| – | – | 0.02% | 167 |
|
|
2021
Q4 | $342K | Sell |
825
-239
| -22% | -$99.1K | 0.02% | 157 |
|
|
2021
Q3 | $340K | Hold |
1,064
| – | – | 0.02% | 157 |
|
|
2021
Q2 | $314K | Sell |
1,064
-2,470
| -70% | -$728K | 0.02% | 168 |
|
|
2021
Q1 | $976K | Sell |
3,534
-6,283
| -64% | -$1.74M | 0.06% | 85 |
|
|
2020
Q4 | $2.56M | Buy |
9,817
+9,578
| +4,008% | +$2.5M | 0.16% | 49 |
|
|
2020
Q3 | $53.9K | Buy |
+239
| New | +$53.9K | 0.01% | 261 |
|
|
2020
Q1 | – | Sell |
-16
| Closed | -$3.37K | – | 442 |
|
|
2019
Q4 | $3.37K | Buy |
+16
| New | +$3.37K | ﹤0.01% | 476 |
|
|
2019
Q3 | – | Sell |
-137
| Closed | -$25.3K | – | 430 |
|
|
2019
Q2 | $25.3K | Hold |
137
| – | – | ﹤0.01% | 317 |
|
|
2019
Q1 | $24.1K | Hold |
137
| – | – | ﹤0.01% | 289 |
|
|
2018
Q4 | $19K | Hold |
137
| – | – | ﹤0.01% | 267 |
|
|
2018
Q3 | $23K | Buy |
+137
| New | +$23K | ﹤0.01% | 256 |
|
|
2016
Q3 | – | Sell |
-2,937
| Closed | -$334K | – | 85 |
|
|
2016
Q2 | $334K | Buy |
2,937
+252
| +9% | +$28.7K | 0.23% | 61 |
|
|
2016
Q1 | $310K | Hold |
2,685
| – | – | 0.24% | 58 |
|
|
2015
Q4 | $281K | Hold |
2,685
| – | – | 0.24% | 62 |
|
|
2015
Q3 | $265K | Hold |
2,685
| – | – | 0.23% | 63 |
|
|
2015
Q2 | $259K | Buy |
+2,685
| New | +$259K | 0.22% | 73 |
|
|
2015
Q1 | – | Sell |
-2,685
| Closed | -$241K | – | 91 |
|
|
2014
Q4 | $241K | Buy |
+2,685
| New | +$241K | 0.22% | 81 |
|