Integrated Wealth Concepts’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.72M Buy
15,800
+643
+4% +$192K 0.05% 350
2025
Q1
$4.73M Buy
15,157
+283
+2% +$88.3K 0.06% 323
2024
Q4
$5.23M Buy
14,874
+4,065
+38% +$1.43M 0.06% 288
2024
Q3
$3.82M Sell
10,809
-980
-8% -$346K 0.05% 348
2024
Q2
$3.58M Sell
11,789
-2,310
-16% -$701K 0.05% 341
2024
Q1
$4.89M Buy
14,099
+1,199
+9% +$416K 0.07% 272
2023
Q4
$4.53M Sell
12,900
-72
-0.6% -$25.3K 0.07% 253
2023
Q3
$3.98M Buy
12,972
+496
+4% +$152K 0.07% 266
2023
Q2
$3.85M Buy
12,476
+3,831
+44% +$1.18M 0.07% 280
2023
Q1
$2.47M Sell
8,645
-6,361
-42% -$1.82M 0.05% 338
2022
Q4
$4M Buy
15,006
+248
+2% +$66.2K 0.11% 186
2022
Q3
$3.8M Sell
14,758
-237
-2% -$61K 0.12% 170
2022
Q2
$4.16M Buy
14,995
+407
+3% +$113K 0.13% 157
2022
Q1
$4.92M Buy
14,588
+1,064
+8% +$359K 0.15% 130
2021
Q4
$5.61M Buy
13,524
+1,366
+11% +$566K 0.17% 110
2021
Q3
$3.89M Buy
12,158
+1,259
+12% +$403K 0.13% 143
2021
Q2
$3.21M Buy
10,899
+297
+3% +$87.6K 0.11% 157
2021
Q1
$2.93M Buy
10,602
+5,034
+90% +$1.39M 0.12% 141
2020
Q4
$1.46M Sell
5,568
-2,557
-31% -$668K 0.07% 191
2020
Q3
$1.84M Buy
8,125
+3,170
+64% +$716K 0.11% 138
2020
Q2
$1.06M Buy
4,955
+320
+7% +$68.7K 0.08% 168
2020
Q1
$757K Buy
4,635
+1,772
+62% +$289K 0.07% 167
2019
Q4
$603K Buy
2,863
+212
+8% +$44.7K 0.05% 237
2019
Q3
$510K Buy
2,651
+85
+3% +$16.4K 0.06% 201
2019
Q2
$467K Buy
2,566
+868
+51% +$158K 0.06% 189
2019
Q1
$299K Buy
1,698
+91
+6% +$16K 0.05% 241
2018
Q4
$227K Sell
1,607
-64
-4% -$9.04K 0.06% 234
2018
Q3
$290K Buy
1,671
+27
+2% +$4.69K 0.09% 178
2018
Q2
$268K Buy
1,644
+51
+3% +$8.31K 0.09% 174
2018
Q1
$236K Buy
1,593
+152
+11% +$22.5K 0.09% 168
2017
Q4
$229K Buy
+1,441
New +$229K 0.1% 167