Key Financial Inc’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 | $493K | Hold |
2,486
| – | – | 0.09% | 181 |
|
|
2025
Q4 | $667K | Hold |
2,486
| – | – | 0.12% | 143 |
|
|
2025
Q3 | $606K | Sell |
2,486
-4
| -0.2% | -$1.04K | 0.11% | 154 |
|
|
2025
Q2 | $744K | Sell |
2,490
-80
| -3% | -$24.4K | 0.15% | 122 |
|
|
2025
Q1 | $802K | Hold |
2,570
| – | – | 0.17% | 111 |
|
|
2024
Q4 | $904K | Hold |
2,570
| – | – | 0.21% | 93 |
|
|
2024
Q3 | $908K | Buy |
2,570
+4
| +0.2% | +$1.31K | 0.2% | 93 |
|
|
2024
Q2 | $779K | Sell |
2,566
-865
| -25% | -$265K | 0.19% | 99 |
|
|
2024
Q1 | $1.19M | Hold |
3,431
| – | – | 0.3% | 62 |
|
|
2023
Q4 | $1.2M | Buy |
3,431
+3,119
| +1,000% | +$1.01M | 0.33% | 60 |
|
|
2023
Q3 | $95.8K | Hold |
312
| – | – | 0.03% | 303 |
|
|
2023
Q2 | $96.3K | Hold |
312
| – | – | 0.03% | 300 |
|
|
2023
Q1 | $89.2K | Hold |
312
| – | – | 0.03% | 307 |
|
|
2022
Q4 | $80.3K | Hold |
312
| – | – | 0.04% | 285 |
|
|
2022
Q3 | $80K | Hold |
312
| – | – | 0.04% | 288 |
|
|
2022
Q2 | $88K | Hold |
312
| – | – | 0.05% | 263 |
|
|
2022
Q1 | $105K | Buy |
312
+122
| +64% | +$41.1K | 0.05% | 241 |
|
|
2021
Q4 | $79K | Hold |
190
| – | – | 0.04% | 271 |
|
|
2021
Q3 | $61K | Sell |
190
-29
| -13% | -$9.43K | 0.03% | 312 |
|
|
2021
Q2 | $70K | Buy |
219
+80
| +58% | +$22.9K | 0.04% | 290 |
|
|
2021
Q1 | $38K | Hold |
139
| – | – | 0.03% | 315 |
|
|
2020
Q4 | $36K | Buy |
+139
| New | +$33.3K | 0.03% | 296 |
|
|
2020
Q2 | – | Sell |
-86
| Closed | -$15K | – | 103 |
|
|
2020
Q1 | $15K | Buy |
+86
| New | +$16.6K | 0.02% | 354 |
|
Other funds holding ACN
VCM
VPM
