Lee 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 | – | Sell |
-875
| Closed | -$273K | – | 146 |
|
|
2025
Q1 | $273K | Sell |
875
-105
| -11% | -$32.8K | 0.04% | 126 |
|
|
2024
Q4 | $345K | Buy |
+980
| New | +$345K | 0.05% | 136 |
|
|
2024
Q3 | – | Sell |
-775
| Closed | -$235K | – | 184 |
|
|
2024
Q2 | $235K | Buy |
+775
| New | +$235K | 0.04% | 128 |
|
|
2024
Q1 | – | Sell |
-35
| Closed | -$12.3K | – | 152 |
|
|
2023
Q4 | $12.3K | Hold |
35
| – | – | ﹤0.01% | 394 |
|
|
2023
Q3 | $10.7K | Buy |
+35
| New | +$10.7K | ﹤0.01% | 400 |
|
|
2023
Q2 | – | Sell |
-41
| Closed | -$11.7K | – | 793 |
|
|
2023
Q1 | $11.7K | Buy |
41
+3
| +8% | +$857 | ﹤0.01% | 388 |
|
|
2022
Q4 | $10.1K | Sell |
38
-10
| -21% | -$2.67K | ﹤0.01% | 460 |
|
|
2022
Q3 | $13K | Buy |
48
+6
| +14% | +$1.63K | ﹤0.01% | 392 |
|
|
2022
Q2 | $12K | Buy |
+42
| New | +$12K | ﹤0.01% | 412 |
|
|
2021
Q2 | – | Sell |
-19
| Closed | -$5K | – | 663 |
|
|
2021
Q1 | $5K | Hold |
19
| – | – | ﹤0.01% | 426 |
|
|
2020
Q4 | $5K | Hold |
19
| – | – | ﹤0.01% | 420 |
|
|
2020
Q3 | $4K | Hold |
19
| – | – | ﹤0.01% | 469 |
|
|
2020
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 438 |
|
|
2020
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 401 |
|
|
2019
Q4 | $4K | Hold |
19
| – | – | ﹤0.01% | 419 |
|
|
2019
Q3 | $4K | Hold |
19
| – | – | ﹤0.01% | 429 |
|
|
2019
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 433 |
|
|
2019
Q1 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 441 |
|
|
2018
Q3 | – | Sell |
-92
| Closed | -$15K | – | 460 |
|
|
2018
Q2 | $15K | Hold |
92
| – | – | ﹤0.01% | 397 |
|
|
2018
Q1 | $14K | Buy |
+92
| New | +$14K | ﹤0.01% | 410 |
|