Herold 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 | $617K | Buy |
2,064
+428
| +26% | +$128K | 0.13% | 168 |
|
|
2025
Q1 | $510K | Sell |
1,636
-620
| -27% | -$193K | 0.11% | 179 |
|
|
2024
Q4 | $794K | Sell |
2,256
-333
| -13% | -$117K | 0.17% | 143 |
|
|
2024
Q3 | $915K | Sell |
2,589
-119
| -4% | -$42.1K | 0.2% | 137 |
|
|
2024
Q2 | $822K | Buy |
2,708
+481
| +22% | +$146K | 0.19% | 139 |
|
|
2024
Q1 | $772K | Sell |
2,227
-133
| -6% | -$46.1K | 0.19% | 140 |
|
|
2023
Q4 | $828K | Hold |
2,360
| – | – | 0.23% | 121 |
|
|
2023
Q3 | $725K | Buy |
+2,360
| New | +$725K | 0.22% | 126 |
|
|
2022
Q3 | – | Sell |
-4,570
| Closed | -$1.27M | – | 189 |
|
|
2022
Q2 | $1.27M | Hold |
4,570
| – | – | 0.57% | 60 |
|
|
2022
Q1 | $1.54M | Buy |
4,570
+20
| +0.4% | +$6.75K | 0.55% | 56 |
|
|
2021
Q4 | $1.89M | Buy |
4,550
+75
| +2% | +$31.1K | 0.73% | 43 |
|
|
2021
Q3 | $1.43M | Buy |
+4,475
| New | +$1.43M | 0.56% | 55 |
|