LVW Advisors’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 |
896
-34
| -4% | -$10.2K | 0.03% | 277 |
|
|
2025
Q1 | $290K | Sell |
930
-11
| -1% | -$3.43K | 0.03% | 239 |
|
|
2024
Q4 | $331K | Buy |
941
+66
| +8% | +$23.2K | 0.04% | 229 |
|
|
2024
Q3 | $309K | Sell |
875
-86
| -9% | -$30.4K | 0.04% | 234 |
|
|
2024
Q2 | $292K | Sell |
961
-176
| -15% | -$53.4K | 0.04% | 234 |
|
|
2024
Q1 | $394K | Buy |
1,137
+88
| +8% | +$30.5K | 0.07% | 196 |
|
|
2023
Q4 | $368K | Buy |
1,049
+146
| +16% | +$51.2K | 0.07% | 182 |
|
|
2023
Q3 | $277K | Buy |
903
+223
| +33% | +$68.5K | 0.06% | 177 |
|
|
2023
Q2 | $210K | Sell |
680
-31
| -4% | -$9.57K | 0.04% | 188 |
|
|
2023
Q1 | $203K | Buy |
+711
| New | +$203K | 0.04% | 222 |
|
|
2022
Q3 | – | Sell |
-776
| Closed | -$215K | – | 219 |
|
|
2022
Q2 | $215K | Sell |
776
-16
| -2% | -$4.43K | 0.04% | 215 |
|
|
2022
Q1 | $267K | Buy |
792
+40
| +5% | +$13.5K | 0.05% | 200 |
|
|
2021
Q4 | $312K | Hold |
752
| – | – | 0.05% | 191 |
|
|
2021
Q3 | $241K | Hold |
752
| – | – | 0.04% | 215 |
|
|
2021
Q2 | $222K | Sell |
752
-95
| -11% | -$28K | 0.04% | 209 |
|
|
2021
Q1 | $234K | Buy |
+847
| New | +$234K | 0.04% | 192 |
|