Intellectus Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.65M | Buy |
8,319
+1,940
| +30% | +$452K | 0.34% | 78 |
|
|
2025
Q4 | $1.71M | Buy |
6,379
+1,435
| +29% | +$365K | 0.33% | 81 |
|
|
2025
Q3 | $1.22M | Buy |
4,944
+2,413
| +95% | +$629K | 0.24% | 111 |
|
|
2025
Q2 | $756K | Hold |
2,531
| – | – | 0.16% | 157 |
|
|
2025
Q1 | $790K | Sell |
2,531
-77
| -3% | -$27.2K | 0.19% | 145 |
|
|
2024
Q4 | $917K | Sell |
2,608
-15
| -0.6% | -$5.4K | 0.2% | 135 |
|
|
2024
Q3 | $927K | Hold |
2,623
| – | – | 0.24% | 127 |
|
|
2024
Q2 | $796K | Sell |
2,623
-259
| -9% | -$79.3K | 0.22% | 131 |
|
|
2024
Q1 | $999K | Hold |
2,882
| – | – | 0.26% | 109 |
|
|
2023
Q4 | $1.01M | Sell |
2,882
-37
| -1% | -$11.9K | 0.29% | 96 |
|
|
2023
Q3 | $897K | Sell |
2,919
-46
| -2% | -$14.5K | 0.28% | 101 |
|
|
2023
Q2 | $915K | Hold |
2,965
| – | – | 0.27% | 106 |
|
|
2023
Q1 | $847K | Sell |
2,965
-17
| -0.6% | -$4.63K | 0.27% | 109 |
|
|
2022
Q4 | $796K | Sell |
2,982
-26
| -0.9% | -$7.19K | 0.28% | 110 |
|
|
2022
Q3 | $774K | Hold |
3,008
| – | – | 0.28% | 104 |
|
|
2022
Q2 | $835K | Buy |
3,008
+76
| +3% | +$22.8K | 0.29% | 97 |
|
|
2022
Q1 | $989K | Sell |
2,932
-535
| -15% | -$180K | 0.3% | 86 |
|
|
2021
Q4 | $1.44M | Sell |
3,467
-66
| -2% | -$24.1K | 0.37% | 70 |
|
|
2021
Q3 | $1.13M | Sell |
3,533
-1,196
| -25% | -$389K | 0.27% | 100 |
|
|
2021
Q2 | $1.39M | Buy |
4,729
+151
| +3% | +$43.2K | 0.31% | 80 |
|
|
2021
Q1 | $1.26M | Sell |
4,578
-22
| -0.5% | -$5.69K | 0.35% | 77 |
|
|
2020
Q4 | $1.2M | Buy |
4,600
+16
| +0.3% | +$3.83K | 0.36% | 82 |
|
|
2020
Q3 | $1.04M | Sell |
4,584
-340
| -7% | -$77.9K | 0.39% | 76 |
|
|
2020
Q2 | $1.06M | Buy |
4,924
+247
| +5% | +$46.7K | 0.41% | 67 |
|
|
2020
Q1 | $764K | Sell |
4,677
-361
| -7% | -$69.5K | 0.36% | 81 |
|
|
2019
Q4 | $1.06M | Buy |
5,038
+91
| +2% | +$17.7K | 0.43% | 64 |
|
|
2019
Q3 | $951K | Sell |
4,947
-231
| -4% | -$44.7K | 0.42% | 66 |
|
|
2019
Q2 | $957K | Buy |
5,178
+75
| +1% | +$13.5K | 0.41% | 72 |
|
|
2019
Q1 | $898K | Buy |
5,103
+131
| +3% | +$20.6K | 0.39% | 77 |
|
|
2018
Q4 | $701K | Buy |
+4,972
| New | +$787K | 0.48% | 54 |
|
|
2018
Q3 | – | Sell |
-6,113
| Closed | -$1.02M | – | 571 |
|
|
2018
Q2 | $1M | Buy |
6,113
+98
| +2% | +$15.2K | 0.37% | 73 |
|
|
2018
Q1 | $923K | Sell |
6,015
-401
| -6% | -$63.5K | 0.32% | 84 |
|
|
2017
Q4 | $982K | Sell |
6,416
-436
| -6% | -$63.2K | 0.37% | 69 |
|
|
2017
Q3 | $926K | Sell |
6,852
-236
| -3% | -$30.7K | 0.38% | 64 |
|
|
2017
Q2 | $877K | Buy |
7,088
+395
| +6% | +$48.1K | 0.4% | 64 |
|
|
2017
Q1 | $802K | Buy |
6,693
+1,694
| +34% | +$202K | 0.41% | 65 |
|
|
2016
Q4 | $586K | Buy |
+4,999
| New | +$593K | 0.3% | 88 |
|
Other funds holding ACN
VCM
VPM
