LGA
Lebenthal Global Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-956
| Closed | -$336K | – | 174 |
|
|
2024
Q4 | $336K | Buy |
+956
| New | +$336K | 0.06% | 163 |
|
|
2024
Q3 | – | Sell |
-2,088
| Closed | -$634K | – | 182 |
|
|
2024
Q2 | $634K | Buy |
2,088
+221
| +12% | +$67.1K | 0.14% | 93 |
|
|
2024
Q1 | $647K | Buy |
1,867
+145
| +8% | +$50.3K | 0.14% | 92 |
|
|
2023
Q4 | $604K | Buy |
1,722
+1,051
| +157% | +$369K | 0.14% | 95 |
|
|
2023
Q3 | $206K | Buy |
+671
| New | +$206K | 0.06% | 118 |
|
|
2021
Q1 | – | Sell |
-425
| Closed | -$111K | – | 138 |
|
|
2020
Q4 | $111K | Buy |
+425
| New | +$111K | 0.08% | 166 |
|