Kelly Financial Services’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $300K | Buy |
1,003
+50
| +5% | +$14.9K | 0.09% | 90 |
|
2025
Q1 | $298K | Buy |
953
+141
| +17% | +$44K | 0.1% | 82 |
|
2024
Q4 | $286K | Buy |
812
+61
| +8% | +$21.5K | 0.1% | 88 |
|
2024
Q3 | $266K | Buy |
751
+106
| +16% | +$37.5K | 0.1% | 95 |
|
2024
Q2 | $196K | Buy |
645
+60
| +10% | +$18.2K | 0.07% | 110 |
|
2024
Q1 | $203K | Buy |
585
+35
| +6% | +$12.1K | 0.08% | 105 |
|
2023
Q4 | $193K | Buy |
550
+49
| +10% | +$17.2K | 0.08% | 98 |
|
2023
Q3 | $154K | Buy |
501
+2
| +0.4% | +$615 | 0.07% | 98 |
|
2023
Q2 | $154K | Buy |
499
+89
| +22% | +$27.5K | 0.07% | 96 |
|
2023
Q1 | $117K | Buy |
410
+29
| +8% | +$8.29K | 0.06% | 109 |
|
2022
Q4 | $102K | Hold |
381
| – | – | 0.05% | 123 |
|
2022
Q3 | $98.1K | Hold |
381
| – | – | 0.06% | 112 |
|
2022
Q2 | $106K | Hold |
381
| – | – | 0.06% | 112 |
|
2022
Q1 | $129K | Hold |
381
| – | – | 0.06% | 110 |
|
2021
Q4 | $158K | Hold |
381
| – | – | 0.07% | 91 |
|
2021
Q3 | $122K | Sell |
381
-111,984
| -100% | -$35.8M | 0.07% | 95 |
|
2021
Q2 | $381K | Buy |
112,365
+111,984
| +29,392% | +$380K | 0.01% | 216 |
|
2021
Q1 | $105K | Hold |
381
| – | – | 0.07% | 81 |
|
2020
Q4 | $99.6K | Hold |
381
| – | – | 0.07% | 73 |
|
2020
Q3 | $86.1K | Hold |
381
| – | – | 0.06% | 65 |
|
2020
Q2 | $81.8K | Hold |
381
| – | – | 0.06% | 59 |
|
2020
Q1 | $62.2K | Hold |
381
| – | – | 0.08% | 61 |
|
2019
Q4 | $80.3K | Hold |
381
| – | – | 0.06% | 59 |
|
2019
Q3 | $73.3K | Hold |
381
| – | – | 0.07% | 61 |
|
2019
Q2 | $70.4K | Hold |
381
| – | – | 0.06% | 61 |
|
2019
Q1 | $67.1K | Buy |
+381
| New | +$67.1K | 0.07% | 63 |
|