Holistic Financial Partners’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 |
-778
| Closed | -$274K | – | 124 |
|
|
2024
Q4 | $274K | Buy |
778
+17
| +2% | +$5.98K | 0.14% | 94 |
|
|
2024
Q3 | $269K | Buy |
761
+9
| +1% | +$3.18K | 0.13% | 94 |
|
|
2024
Q2 | $228K | Buy |
752
+89
| +13% | +$27K | 0.11% | 102 |
|
|
2024
Q1 | $230K | Buy |
+663
| New | +$230K | 0.12% | 109 |
|
|
2023
Q3 | – | Sell |
-660
| Closed | -$204K | – | 108 |
|
|
2023
Q2 | $204K | Buy |
+660
| New | +$204K | 0.14% | 102 |
|