Lyell Wealth Management’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$231K Hold
2025
Q1
$241K Buy
2024
Q4
$208K Hold
2024
Q3
$209K Buy
2024
Q2
Sell
2024
Q1
$217K Buy
2023
Q4
$207K Buy
2023
Q2
Sell
2023
Q1
$220K Buy
2022
Q4
Sell
2022
Q3
$213K Hold
2022
Q2
$230K Buy
2022
Q1
$274K Sell
2021
Q4
$349K Buy
2021
Q3
$260K Sell
2021
Q2
$242K Buy