KMG Fiduciary Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
759
+82
| +12% | +$24.5K | 0.02% | 279 |
|
|
2025
Q1 | $211K | Sell |
677
-24
| -3% | -$7.49K | 0.02% | 281 |
|
|
2024
Q4 | $247K | Sell |
701
-31
| -4% | -$10.9K | 0.02% | 254 |
|
|
2024
Q3 | $259K | Sell |
732
-19
| -3% | -$6.72K | 0.02% | 245 |
|
|
2024
Q2 | $228K | Buy |
751
+4
| +0.5% | +$1.21K | 0.02% | 227 |
|
|
2024
Q1 | $259K | Sell |
747
-13
| -2% | -$4.5K | 0.03% | 215 |
|
|
2023
Q4 | $267K | Buy |
760
+29
| +4% | +$10.2K | 0.03% | 215 |
|
|
2023
Q3 | $224K | Sell |
731
-4
| -0.5% | -$1.23K | 0.03% | 217 |
|
|
2023
Q2 | $227K | Sell |
735
-12
| -2% | -$3.71K | 0.03% | 218 |
|
|
2023
Q1 | $214K | Buy |
+747
| New | +$214K | 0.03% | 221 |
|
|
2022
Q3 | – | Sell |
-733
| Closed | -$204K | – | 192 |
|
|
2022
Q2 | $204K | Hold |
733
| – | – | 0.04% | 196 |
|
|
2022
Q1 | $247K | Sell |
733
-12
| -2% | -$4.04K | 0.04% | 189 |
|
|
2021
Q4 | $309K | Sell |
745
-26
| -3% | -$10.8K | 0.05% | 167 |
|
|
2021
Q3 | $247K | Buy |
771
+80
| +12% | +$25.6K | 0.04% | 183 |
|
|
2021
Q2 | $204K | Buy |
+691
| New | +$204K | 0.04% | 196 |
|
|
2020
Q2 | – | Sell |
-1,297
| Closed | -$212K | – | 130 |
|
|
2020
Q1 | $212K | Buy |
1,297
+137
| +12% | +$22.4K | 0.07% | 121 |
|
|
2019
Q4 | $244K | Hold |
1,160
| – | – | 0.07% | 113 |
|
|
2019
Q3 | $223K | Hold |
1,160
| – | – | 0.08% | 106 |
|
|
2019
Q2 | $214K | Hold |
1,160
| – | – | 0.08% | 104 |
|
|
2019
Q1 | $204K | Buy |
+1,160
| New | +$204K | 0.08% | 114 |
|