Heritage Wealth Management (California)’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-674
| Closed | -$237K | – | 84 |
|
|
2024
Q4 | $237K | Buy |
674
+31
| +5% | +$10.9K | 0.17% | 76 |
|
|
2024
Q3 | $227K | Hold |
643
| – | – | 0.16% | 73 |
|
|
2024
Q2 | $195K | Sell |
643
-16
| -2% | -$4.86K | 0.14% | 72 |
|
|
2024
Q1 | $228K | Buy |
659
+4
| +0.6% | +$1.39K | 0.17% | 68 |
|
|
2023
Q4 | $230K | Buy |
+655
| New | +$230K | 0.18% | 64 |
|