Heritage Wealth Management (Arizona)’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.8M | Sell |
5,943
-522
| -8% | -$158K | 1% | 19 |
|
|
2024
Q1 | $2.24M | Sell |
6,465
-164
| -2% | -$56.8K | 1.14% | 18 |
|
|
2023
Q4 | $2.33M | Buy |
+6,629
| New | +$2.33M | 1.26% | 15 |
|
|
2022
Q4 | $4.43M | Buy |
16,613
+9,370
| +129% | +$2.5M | 0.63% | 32 |
|
|
2022
Q3 | $1.86M | Buy |
7,243
+9
| +0.1% | +$2.32K | 0.6% | 32 |
|
|
2022
Q2 | $2.01M | Buy |
7,234
+332
| +5% | +$92.2K | 0.67% | 30 |
|
|
2022
Q1 | $2.33M | Buy |
+6,902
| New | +$2.33M | 0.63% | 31 |
|
|
2021
Q3 | $1.48M | Buy |
4,617
+411
| +10% | +$131K | 0.53% | 38 |
|
|
2021
Q2 | $1.24M | Buy |
4,206
+591
| +16% | +$174K | 0.47% | 44 |
|
|
2021
Q1 | $999K | Buy |
+3,615
| New | +$999K | 0.56% | 43 |
|