Kingswood Wealth 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
$521K Sell
1,743
-210
-11% -$62.8K 0.04% 399
2025
Q1
$610K Buy
1,953
+106
+6% +$33.1K 0.06% 348
2024
Q4
$650K Sell
1,847
-2,755
-60% -$969K 0.05% 368
2024
Q3
$1.63M Buy
4,602
+2,679
+139% +$947K 0.12% 204
2024
Q2
$583K Sell
1,923
-1,543
-45% -$468K 0.05% 353
2024
Q1
$1.2M Sell
3,466
-338
-9% -$117K 0.14% 173
2023
Q4
$1.33M Buy
3,804
+2,477
+187% +$869K 0.15% 153
2023
Q3
$881K Sell
1,327
-278
-17% -$185K 0.15% 160
2023
Q2
$495K Buy
+1,605
New +$495K 0.16% 135