Institute for 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 | $799K | Hold |
2,674
| – | – | 0.09% | 238 |
|
|
2025
Q1 | $834K | Hold |
2,674
| – | – | 0.11% | 214 |
|
|
2024
Q4 | $941K | Sell |
2,674
-34
| -1% | -$12K | 0.12% | 183 |
|
|
2024
Q3 | $957K | Buy |
2,708
+507
| +23% | +$179K | 0.12% | 185 |
|
|
2024
Q2 | $668K | Buy |
2,201
+170
| +8% | +$51.6K | 0.09% | 228 |
|
|
2024
Q1 | $704K | Buy |
2,031
+22
| +1% | +$7.63K | 0.09% | 220 |
|
|
2023
Q4 | $705K | Sell |
2,009
-12
| -0.6% | -$4.21K | 0.11% | 209 |
|
|
2023
Q3 | $621K | Sell |
2,021
-19
| -0.9% | -$5.84K | 0.11% | 214 |
|
|
2023
Q2 | $630K | Sell |
2,040
-152
| -7% | -$46.9K | 0.11% | 213 |
|
|
2023
Q1 | $626K | Sell |
2,192
-180
| -8% | -$51.4K | 0.12% | 213 |
|
|
2022
Q4 | $633K | Sell |
2,372
-249
| -10% | -$66.4K | 0.13% | 210 |
|
|
2022
Q3 | $674K | Buy |
2,621
+25
| +1% | +$6.43K | 0.15% | 182 |
|
|
2022
Q2 | $721K | Buy |
2,596
+17
| +0.7% | +$4.72K | 0.14% | 180 |
|
|
2022
Q1 | $870K | Buy |
2,579
+208
| +9% | +$70.2K | 0.14% | 179 |
|
|
2021
Q4 | $983K | Buy |
2,371
+108
| +5% | +$44.8K | 0.16% | 161 |
|
|
2021
Q3 | $724K | Sell |
2,263
-3
| -0.1% | -$960 | 0.13% | 197 |
|
|
2021
Q2 | $668K | Buy |
2,266
+83
| +4% | +$24.5K | 0.12% | 209 |
|
|
2021
Q1 | $603K | Sell |
2,183
-48
| -2% | -$13.3K | 0.11% | 220 |
|
|
2020
Q4 | $583K | Buy |
2,231
+295
| +15% | +$77.1K | 0.12% | 213 |
|
|
2020
Q3 | $438K | Buy |
1,936
+611
| +46% | +$138K | 0.1% | 246 |
|
|
2020
Q2 | $285K | Buy |
+1,325
| New | +$285K | 0.07% | 328 |
|
|
2020
Q1 | – | Sell |
-1,141
| Closed | -$240K | – | 395 |
|
|
2019
Q4 | $240K | Buy |
1,141
+1
| +0.1% | +$210 | 0.05% | 390 |
|
|
2019
Q3 | $219K | Sell |
1,140
-400
| -26% | -$76.8K | 0.06% | 381 |
|
|
2019
Q2 | $285K | Sell |
1,540
-550
| -26% | -$102K | 0.06% | 366 |
|
|
2019
Q1 | $368K | Sell |
2,090
-300
| -13% | -$52.8K | 0.08% | 292 |
|
|
2018
Q4 | $337K | Buy |
+2,390
| New | +$337K | 0.14% | 185 |
|