Iams Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
5,924
-584
| -9% | -$175K | 0.81% | 40 |
|
|
2025
Q1 | $2.03M | Buy |
6,508
+1,154
| +22% | +$360K | 0.93% | 40 |
|
|
2024
Q4 | $1.88M | Sell |
5,354
-28
| -0.5% | -$9.85K | 0.86% | 39 |
|
|
2024
Q3 | $1.9M | Sell |
5,382
-29
| -0.5% | -$10.3K | 0.93% | 34 |
|
|
2024
Q2 | $1.64M | Buy |
5,411
+1,106
| +26% | +$336K | 0.9% | 38 |
|
|
2024
Q1 | $1.63M | Buy |
4,305
+1,123
| +35% | +$425K | 0.99% | 31 |
|
|
2023
Q4 | $1.12M | Sell |
3,182
-394
| -11% | -$138K | 0.72% | 46 |
|
|
2023
Q3 | $1.1M | Buy |
+3,576
| New | +$1.1M | 0.76% | 42 |
|
|
2023
Q2 | – | Sell |
-3,103
| Closed | -$877K | – | 3 |
|
|
2023
Q1 | $877K | Buy |
3,103
+1,112
| +56% | +$314K | 0.73% | 50 |
|
|
2022
Q4 | $531K | Buy |
+1,991
| New | +$531K | 0.54% | 64 |
|