Lyell Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Hold |
772
| – | – | 0.02% | 202 |
|
|
2025
Q1 | $241K | Buy |
772
+182
| +31% | +$56.8K | 0.02% | 188 |
|
|
2024
Q4 | $208K | Hold |
590
| – | – | 0.02% | 197 |
|
|
2024
Q3 | $209K | Buy |
+590
| New | +$209K | 0.02% | 202 |
|
|
2024
Q2 | – | Sell |
-626
| Closed | -$217K | – | 200 |
|
|
2024
Q1 | $217K | Buy |
626
+36
| +6% | +$12.5K | 0.02% | 190 |
|
|
2023
Q4 | $207K | Buy |
+590
| New | +$207K | 0.02% | 189 |
|
|
2023
Q2 | – | Sell |
-771
| Closed | -$220K | – | 182 |
|
|
2023
Q1 | $220K | Buy |
+771
| New | +$220K | 0.03% | 189 |
|
|
2022
Q4 | – | Sell |
-829
| Closed | -$213K | – | 190 |
|
|
2022
Q3 | $213K | Hold |
829
| – | – | 0.04% | 179 |
|
|
2022
Q2 | $230K | Buy |
829
+17
| +2% | +$4.72K | 0.04% | 174 |
|
|
2022
Q1 | $274K | Sell |
812
-29
| -3% | -$9.79K | 0.04% | 177 |
|
|
2021
Q4 | $349K | Buy |
841
+28
| +3% | +$11.6K | 0.04% | 155 |
|
|
2021
Q3 | $260K | Sell |
813
-9
| -1% | -$2.88K | 0.03% | 165 |
|
|
2021
Q2 | $242K | Buy |
+822
| New | +$242K | 0.03% | 172 |
|