Lenox Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $5.41M | Buy |
25,187
+900
| +4% | +$193K | 1.65% | 10 |
|
|
2020
Q1 | $3.97M | Sell |
24,287
-907
| -4% | -$148K | 1.36% | 15 |
|
|
2019
Q4 | $5.31M | Sell |
25,194
-1,927
| -7% | -$406K | 1.49% | 13 |
|
|
2019
Q3 | $5.22M | Sell |
27,121
-1,767
| -6% | -$340K | 1.52% | 10 |
|
|
2019
Q2 | $5.34M | Sell |
28,888
-847
| -3% | -$156K | 1.6% | 12 |
|
|
2019
Q1 | $5.23M | Sell |
29,735
-190
| -0.6% | -$33.4K | 1.63% | 12 |
|
|
2018
Q4 | $4.22M | Sell |
29,925
-2,176
| -7% | -$307K | 1.42% | 14 |
|
|
2018
Q3 | $5.46M | Buy |
32,101
+6,153
| +24% | +$1.05M | 1.62% | 7 |
|
|
2018
Q2 | $4.25M | Buy |
25,948
+1,744
| +7% | +$285K | 1.36% | 13 |
|
|
2018
Q1 | $3.72M | Buy |
24,204
+1,426
| +6% | +$219K | 1.2% | 15 |
|
|
2017
Q4 | $3.49M | Buy |
22,778
+3,843
| +20% | +$588K | 1.06% | 17 |
|
|
2017
Q3 | $2.56M | Buy |
18,935
+6,072
| +47% | +$820K | 0.88% | 22 |
|
|
2017
Q2 | $1.59M | Buy |
+12,863
| New | +$1.59M | 0.65% | 26 |
|
|
2014
Q2 | – | Sell |
-218
| Closed | -$17K | – | 161 |
|
|
2014
Q1 | $17K | Sell |
218
-241
| -53% | -$18.8K | 0.01% | 124 |
|
|
2013
Q4 | $38K | Buy |
+459
| New | +$38K | 0.03% | 96 |
|