LIM
Lathrop Investment Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.42M | Sell |
14,789
-2,495
| -14% | -$746K | 0.84% | 38 |
|
|
2025
Q1 | $5.39M | Buy |
17,284
+1,087
| +7% | +$339K | 1.07% | 34 |
|
|
2024
Q4 | $5.7M | Buy |
16,197
+194
| +1% | +$68.2K | 1.09% | 33 |
|
|
2024
Q3 | $5.66M | Sell |
16,003
-1,142
| -7% | -$404K | 1.05% | 34 |
|
|
2024
Q2 | $5.2M | Buy |
17,145
+3,683
| +27% | +$1.12M | 1.02% | 37 |
|
|
2024
Q1 | $4.67M | Buy |
+13,462
| New | +$4.67M | 0.9% | 35 |
|