Kelleher Financial 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 | $248K | Sell |
830
-120
| -13% | -$35.9K | 0.09% | 120 |
|
|
2025
Q1 | $296K | Buy |
950
+101
| +12% | +$31.5K | 0.12% | 99 |
|
|
2024
Q4 | $299K | Buy |
849
+19
| +2% | +$6.68K | 0.11% | 95 |
|
|
2024
Q3 | $293K | Hold |
830
| – | – | 0.11% | 94 |
|
|
2024
Q2 | $252K | Hold |
830
| – | – | 0.1% | 96 |
|
|
2024
Q1 | $288K | Hold |
830
| – | – | 0.12% | 101 |
|
|
2023
Q4 | $291K | Hold |
830
| – | – | 0.14% | 84 |
|
|
2023
Q3 | $255K | Hold |
830
| – | – | 0.13% | 87 |
|
|
2023
Q2 | $256K | Buy |
+830
| New | +$256K | 0.15% | 87 |
|
|
2023
Q1 | – | Sell |
-830
| Closed | -$221K | – | 109 |
|
|
2022
Q4 | $221K | Hold |
830
| – | – | 0.17% | 80 |
|
|
2022
Q3 | $213K | Sell |
830
-1,640
| -66% | -$421K | 0.15% | 93 |
|
|
2022
Q2 | $685K | Buy |
2,470
+1,640
| +198% | +$455K | 0.31% | 61 |
|
|
2022
Q1 | $279K | Buy |
830
+39
| +5% | +$13.1K | 0.15% | 98 |
|
|
2021
Q4 | $327K | Sell |
791
-1,210
| -60% | -$500K | 0.17% | 91 |
|
|
2021
Q3 | $640K | Buy |
2,001
+1,210
| +153% | +$387K | 0.28% | 83 |
|
|
2021
Q2 | $233K | Hold |
791
| – | – | 0.13% | 109 |
|
|
2021
Q1 | $218K | Hold |
791
| – | – | 0.14% | 102 |
|
|
2020
Q4 | $206K | Sell |
791
-229
| -22% | -$59.6K | 0.15% | 94 |
|
|
2020
Q3 | $230K | Hold |
1,020
| – | – | 0.19% | 82 |
|
|
2020
Q2 | $219K | Buy |
+1,020
| New | +$219K | 0.21% | 86 |
|
|
2020
Q1 | – | Sell |
-958
| Closed | -$201K | – | 91 |
|
|
2019
Q4 | $201K | Buy |
+958
| New | +$201K | 0.2% | 93 |
|