Lantz Financial’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$439K Sell
1,469
-69
-4% -$20.6K 0.11% 154
2025
Q1
$480K Sell
1,538
-14
-0.9% -$4.37K 0.13% 141
2024
Q4
$546K Buy
1,552
+25
+2% +$8.8K 0.15% 131
2024
Q3
$540K Buy
1,527
+145
+10% +$51.3K 0.15% 132
2024
Q2
$419K Sell
1,382
-69
-5% -$20.9K 0.13% 139
2024
Q1
$503K Buy
1,451
+11
+0.8% +$3.81K 0.16% 128
2023
Q4
$505K Sell
1,440
-655
-31% -$230K 0.18% 115
2023
Q3
$643K Buy
2,095
+36
+2% +$11.1K 0.26% 92
2023
Q2
$635K Buy
2,059
+54
+3% +$16.7K 0.25% 95
2023
Q1
$573K Sell
2,005
-154
-7% -$44K 0.24% 96
2022
Q4
$576K Buy
2,159
+8
+0.4% +$2.14K 0.26% 90
2022
Q3
$553K Sell
2,151
-6
-0.3% -$1.54K 0.29% 83
2022
Q2
$599K Sell
2,157
-10
-0.5% -$2.78K 0.27% 88
2022
Q1
$731K Sell
2,167
-152
-7% -$51.3K 0.3% 87
2021
Q4
$961K Buy
2,319
+8
+0.3% +$3.32K 0.44% 59
2021
Q3
$739K Sell
2,311
-144
-6% -$46K 0.38% 71
2021
Q2
$724K Buy
2,455
+11
+0.5% +$3.24K 0.37% 72
2021
Q1
$675K Sell
2,444
-50
-2% -$13.8K 0.38% 63
2020
Q4
$651K Buy
2,494
+144
+6% +$37.6K 0.41% 64
2020
Q3
$531K Buy
2,350
+8
+0.3% +$1.81K 0.36% 68
2020
Q2
$503K Hold
2,342
0.36% 68
2020
Q1
$382K Hold
2,342
0.3% 77
2019
Q4
$493K Hold
2,342
0.29% 77
2019
Q3
$433K Buy
2,342
+53
+2% +$9.8K 0.29% 82
2019
Q2
$432K Buy
2,289
+144
+7% +$27.2K 0.29% 84
2019
Q1
$378K Buy
+2,145
New +$378K 0.27% 82