Insight Wealth Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,746
| Closed | -$431K | – | 116 |
|
|
2025
Q3 | $431K | Sell |
1,746
-704
| -29% | -$184K | 0.19% | 75 |
|
|
2025
Q2 | $732K | Buy |
2,450
+16
| +0.7% | +$4.87K | 0.41% | 55 |
|
|
2025
Q1 | $760K | Sell |
2,434
-5
| -0.2% | -$1.77K | 0.46% | 55 |
|
|
2024
Q4 | $858K | Buy |
2,439
+13
| +0.5% | +$4.68K | 0.54% | 45 |
|
|
2024
Q3 | $858K | Sell |
2,426
-232
| -9% | -$76.3K | 0.52% | 46 |
|
|
2024
Q2 | $806K | Sell |
2,658
-450
| -14% | -$138K | 0.52% | 40 |
|
|
2024
Q1 | $1.08M | Sell |
3,108
-818
| -21% | -$298K | 0.7% | 34 |
|
|
2023
Q4 | $1.38M | Hold |
3,926
| – | – | 1.04% | 27 |
|
|
2023
Q3 | $1.21M | Hold |
3,926
| – | – | 1.01% | 26 |
|
|
2023
Q2 | $1.21M | Hold |
3,926
| – | – | 1.01% | 27 |
|
|
2023
Q1 | $1.12M | Hold |
3,926
| – | – | 1.01% | 25 |
|
|
2022
Q4 | $1.05M | Hold |
3,926
| – | – | 0.98% | 22 |
|
|
2022
Q3 | $1.01M | Hold |
3,926
| – | – | 0.99% | 22 |
|
|
2022
Q2 | $1.09M | Buy |
3,926
+2,618
| +200% | +$787K | 0.86% | 21 |
|
|
2022
Q1 | $441K | Hold |
1,308
| – | – | 0.31% | 45 |
|
|
2021
Q4 | $542K | Hold |
1,308
| – | – | 0.3% | 45 |
|
|
2021
Q3 | $418K | Hold |
1,308
| – | – | 0.27% | 42 |
|
|
2021
Q2 | $386K | Sell |
1,308
-78
| -6% | -$22.3K | 0.25% | 42 |
|
|
2021
Q1 | $383K | Sell |
1,386
-91
| -6% | -$23.5K | 0.27% | 40 |
|
|
2020
Q4 | $386K | Hold |
1,477
| – | – | 0.35% | 40 |
|
|
2020
Q3 | $334K | Buy |
1,477
+91
| +7% | +$20.8K | 0.37% | 39 |
|
|
2020
Q2 | $298K | Hold |
1,386
| – | – | 0.5% | 34 |
|
|
2020
Q1 | $226K | Hold |
1,386
| – | – | 0.36% | 35 |
|
|
2019
Q4 | $292K | Buy |
+1,386
| New | +$270K | 0.46% | 36 |
|
Other funds holding ACN
