J.W. Cole Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Buy |
14,578
+5,586
| +62% | +$1.67M | 0.09% | 211 |
|
|
2025
Q1 | $2.81M | Sell |
8,992
-3,255
| -27% | -$1.02M | 0.09% | 234 |
|
|
2024
Q4 | $4.31M | Buy |
12,247
+31
| +0.3% | +$10.9K | 0.17% | 124 |
|
|
2024
Q3 | $4.32M | Buy |
12,216
+3,586
| +42% | +$1.27M | 0.18% | 125 |
|
|
2024
Q2 | $2.62M | Buy |
8,630
+5,029
| +140% | +$1.53M | 0.12% | 170 |
|
|
2024
Q1 | $1.25M | Buy |
3,601
+54
| +2% | +$18.7K | 0.06% | 299 |
|
|
2023
Q4 | $1.24M | Buy |
3,547
+134
| +4% | +$47K | 0.07% | 272 |
|
|
2023
Q3 | $1.05M | Buy |
3,413
+345
| +11% | +$106K | 0.08% | 252 |
|
|
2023
Q2 | $947K | Sell |
3,068
-1,329
| -30% | -$410K | 0.07% | 276 |
|
|
2023
Q1 | $1.26M | Buy |
4,397
+932
| +27% | +$266K | 0.09% | 251 |
|
|
2022
Q4 | $925K | Buy |
3,465
+3
| +0.1% | +$801 | 0.07% | 280 |
|
|
2022
Q3 | $891K | Buy |
3,462
+67
| +2% | +$17.2K | 0.07% | 273 |
|
|
2022
Q2 | $943K | Sell |
3,395
-76
| -2% | -$21.1K | 0.08% | 272 |
|
|
2022
Q1 | $1.17M | Sell |
3,471
-668
| -16% | -$225K | 0.08% | 260 |
|
|
2021
Q4 | $1.72M | Buy |
4,139
+1,378
| +50% | +$571K | 0.11% | 201 |
|
|
2021
Q3 | $884K | Buy |
2,761
+129
| +5% | +$41.3K | 0.06% | 180 |
|
|
2021
Q2 | $776K | Buy |
2,632
+124
| +5% | +$36.6K | 0.06% | 321 |
|
|
2021
Q1 | $693K | Buy |
2,508
+34
| +1% | +$9.4K | 0.07% | 309 |
|
|
2020
Q4 | $646K | Sell |
2,474
-1,729
| -41% | -$451K | 0.07% | 293 |
|
|
2020
Q3 | $950K | Buy |
+4,203
| New | +$950K | 0.07% | 265 |
|
|
2020
Q1 | – | Sell |
-2,198
| Closed | -$463K | – | 104 |
|
|
2019
Q4 | $463K | Buy |
+2,198
| New | +$463K | 0.06% | 318 |
|