Lake Street Private Wealth’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,857
| Closed | -$563K | – | 261 |
|
|
2024
Q2 | $563K | Sell |
1,857
-251
| -12% | -$76.2K | 0.07% | 207 |
|
|
2024
Q1 | $731K | Sell |
2,108
-27
| -1% | -$9.36K | 0.1% | 181 |
|
|
2023
Q4 | $749K | Sell |
2,135
-14
| -0.7% | -$4.91K | 0.12% | 160 |
|
|
2023
Q3 | $646K | Sell |
2,149
-219
| -9% | -$65.9K | 0.12% | 161 |
|
|
2023
Q2 | $731K | Buy |
2,368
+18
| +0.8% | +$5.55K | 0.13% | 154 |
|
|
2023
Q1 | $672K | Sell |
2,350
-142
| -6% | -$40.6K | 0.13% | 160 |
|
|
2022
Q4 | $665K | Sell |
2,492
-299
| -11% | -$79.8K | 0.14% | 155 |
|
|
2022
Q3 | $718K | Sell |
2,791
-167
| -6% | -$43K | 0.16% | 134 |
|
|
2022
Q2 | $821K | Sell |
2,958
-227
| -7% | -$63K | 0.17% | 125 |
|
|
2022
Q1 | $1.07M | Sell |
3,185
-57
| -2% | -$19.2K | 0.19% | 121 |
|
|
2021
Q4 | $1.34M | Buy |
3,242
+2,462
| +316% | +$1.02M | 0.24% | 104 |
|
|
2021
Q3 | $250K | Buy |
780
+100
| +15% | +$32.1K | 0.06% | 191 |
|
|
2021
Q2 | $204K | Buy |
+680
| New | +$204K | 0.05% | 208 |
|
|
2020
Q1 | – | Sell |
-1,098
| Closed | -$231K | – | 142 |
|
|
2019
Q4 | $231K | Buy |
+1,098
| New | +$231K | 0.09% | 153 |
|