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 |
|