Klingman & Associates’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
2,506
+277
| +12% | +$82.8K | 0.04% | 133 |
|
|
2025
Q1 | $696K | Sell |
2,229
-44
| -2% | -$13.7K | 0.04% | 126 |
|
|
2024
Q4 | $800K | Sell |
2,273
-37
| -2% | -$13K | 0.05% | 115 |
|
|
2024
Q3 | $817K | Buy |
2,310
+1,079
| +88% | +$381K | 0.05% | 117 |
|
|
2024
Q2 | $373K | Buy |
1,231
+26
| +2% | +$7.89K | 0.03% | 170 |
|
|
2024
Q1 | $418K | Buy |
1,205
+360
| +43% | +$125K | 0.03% | 161 |
|
|
2023
Q4 | $297K | Sell |
845
-154
| -15% | -$54K | 0.02% | 185 |
|
|
2023
Q3 | $307K | Sell |
999
-69
| -6% | -$21.2K | 0.02% | 176 |
|
|
2023
Q2 | $330K | Buy |
1,068
+115
| +12% | +$35.5K | 0.03% | 163 |
|
|
2023
Q1 | $272K | Sell |
953
-59
| -6% | -$16.9K | 0.02% | 159 |
|
|
2022
Q4 | $270K | Buy |
1,012
+91
| +10% | +$24.3K | 0.02% | 168 |
|
|
2022
Q3 | $237K | Sell |
921
-72
| -7% | -$18.5K | 0.02% | 166 |
|
|
2022
Q2 | $276K | Buy |
993
+35
| +4% | +$9.73K | 0.03% | 154 |
|
|
2022
Q1 | $323K | Sell |
958
-48
| -5% | -$16.2K | 0.03% | 155 |
|
|
2021
Q4 | $417K | Buy |
1,006
+32
| +3% | +$13.3K | 0.04% | 120 |
|
|
2021
Q3 | $312K | Buy |
+974
| New | +$312K | 0.03% | 131 |
|
|
2016
Q4 | – | Sell |
-686
| Closed | -$84K | – | 99 |
|
|
2016
Q3 | $84K | Hold |
686
| – | – | 0.03% | 151 |
|
|
2016
Q2 | $78K | Hold |
686
| – | – | 0.03% | 158 |
|
|
2016
Q1 | $79K | Hold |
686
| – | – | 0.03% | 154 |
|
|
2015
Q4 | $72K | Hold |
686
| – | – | 0.03% | 191 |
|
|
2015
Q3 | $67K | Sell |
686
-293
| -30% | -$28.6K | 0.03% | 192 |
|
|
2015
Q2 | $95K | Buy |
979
+293
| +43% | +$28.4K | 0.04% | 135 |
|
|
2015
Q1 | $64K | Hold |
686
| – | – | 0.03% | 159 |
|
|
2014
Q4 | $61K | Buy |
+686
| New | +$61K | 0.03% | 166 |
|