Live Oak Private Wealth’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
898
-9
| -1% | -$2.69K | 0.04% | 163 |
|
|
2025
Q1 | $283K | Buy |
907
+5
| +0.6% | +$1.56K | 0.05% | 152 |
|
|
2024
Q4 | $317K | Buy |
902
+58
| +7% | +$20.4K | 0.05% | 143 |
|
|
2024
Q3 | $298K | Sell |
844
-31
| -4% | -$11K | 0.05% | 144 |
|
|
2024
Q2 | $265K | Buy |
875
+7
| +0.8% | +$2.12K | 0.05% | 150 |
|
|
2024
Q1 | $301K | Sell |
868
-25
| -3% | -$8.67K | 0.05% | 134 |
|
|
2023
Q4 | $313K | Sell |
893
-16
| -2% | -$5.62K | 0.06% | 127 |
|
|
2023
Q3 | $279K | Buy |
909
+26
| +3% | +$7.99K | 0.06% | 127 |
|
|
2023
Q2 | $272K | Buy |
883
+74
| +9% | +$22.8K | 0.05% | 133 |
|
|
2023
Q1 | $231K | Buy |
+809
| New | +$231K | 0.05% | 143 |
|
|
2022
Q4 | – | Sell |
-784
| Closed | -$202K | – | 171 |
|
|
2022
Q3 | $202K | Hold |
784
| – | – | 0.05% | 162 |
|
|
2022
Q2 | $218K | Buy |
784
+20
| +3% | +$5.56K | 0.05% | 158 |
|
|
2022
Q1 | $258K | Buy |
764
+39
| +5% | +$13.2K | 0.05% | 152 |
|
|
2021
Q4 | $301K | Sell |
725
-2
| -0.3% | -$830 | 0.06% | 153 |
|
|
2021
Q3 | $233K | Buy |
727
+22
| +3% | +$7.05K | 0.05% | 162 |
|
|
2021
Q2 | $208K | Buy |
+705
| New | +$208K | 0.05% | 155 |
|