Marcum Wealth’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $731K | Buy |
2,343
+74
| +3% | +$23.1K | 0.06% | 148 |
|
|
2024
Q4 | $798K | Buy |
2,269
+33
| +1% | +$11.6K | 0.07% | 137 |
|
|
2024
Q3 | $790K | Buy |
2,236
+239
| +12% | +$84.5K | 0.07% | 137 |
|
|
2024
Q2 | $606K | Buy |
1,997
+72
| +4% | +$21.8K | 0.06% | 162 |
|
|
2024
Q1 | $667K | Buy |
1,925
+148
| +8% | +$51.3K | 0.07% | 147 |
|
|
2023
Q4 | $624K | Buy |
1,777
+111
| +7% | +$39K | 0.07% | 150 |
|
|
2023
Q3 | $512K | Sell |
1,666
-124
| -7% | -$38.1K | 0.06% | 168 |
|
|
2023
Q2 | $552K | Buy |
1,790
+441
| +33% | +$136K | 0.06% | 158 |
|
|
2023
Q1 | $386K | Buy |
1,349
+194
| +17% | +$55.4K | 0.05% | 213 |
|
|
2022
Q4 | $308K | Sell |
1,155
-126
| -10% | -$33.6K | 0.04% | 236 |
|
|
2022
Q3 | $330K | Buy |
1,281
+26
| +2% | +$6.7K | 0.05% | 223 |
|
|
2022
Q2 | $348K | Buy |
1,255
+88
| +8% | +$24.4K | 0.05% | 214 |
|
|
2022
Q1 | $394K | Buy |
1,167
+153
| +15% | +$51.7K | 0.05% | 200 |
|
|
2021
Q4 | $420K | Sell |
1,014
-64
| -6% | -$26.5K | 0.06% | 195 |
|
|
2021
Q3 | $345K | Buy |
1,078
+191
| +22% | +$61.1K | 0.05% | 214 |
|
|
2021
Q2 | $261K | Sell |
887
-39
| -4% | -$11.5K | 0.04% | 238 |
|
|
2021
Q1 | $256K | Buy |
926
+81
| +10% | +$22.4K | 0.04% | 245 |
|
|
2020
Q4 | $221K | Buy |
+845
| New | +$221K | 0.05% | 132 |
|