Laidlaw Wealth Management’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,749
Closed -$1.77M 268
2023
Q2
$1.77M Sell
5,749
-27
-0.5% -$8.33K 0.35% 74
2023
Q1
$1.65M Sell
5,776
-56
-1% -$16K 0.34% 78
2022
Q4
$1.56M Buy
5,832
+52
+0.9% +$13.9K 0.33% 87
2022
Q3
$1.49M Buy
5,780
+486
+9% +$125K 0.35% 83
2022
Q2
$1.47M Sell
5,294
-1,285
-20% -$357K 0.3% 93
2022
Q1
$2.22M Buy
6,579
+331
+5% +$112K 0.37% 70
2021
Q4
$2.59M Buy
6,248
+79
+1% +$32.7K 0.41% 59
2021
Q3
$1.97M Buy
6,169
+362
+6% +$116K 0.51% 50
2021
Q2
$1.71M Buy
5,807
+530
+10% +$156K 0.44% 64
2021
Q1
$1.46M Sell
5,277
-851
-14% -$235K 0.5% 59
2020
Q4
$1.6M Buy
+6,128
New +$1.6M 0.34% 79