Jamison Private Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-258
| Closed | -$91.2K | – | 204 |
|
|
2024
Q3 | $91.2K | Hold |
258
| – | – | 0.01% | 227 |
|
|
2024
Q2 | $78.3K | Sell |
258
-5
| -2% | -$1.52K | 0.01% | 226 |
|
|
2024
Q1 | $91.2K | Buy |
263
+12
| +5% | +$4.16K | 0.02% | 219 |
|
|
2023
Q4 | $88.1K | Hold |
251
| – | – | 0.02% | 209 |
|
|
2023
Q3 | $77.1K | Buy |
+251
| New | +$77.1K | 0.02% | 211 |
|