Marotta Asset 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 | $471K | Sell |
1,575
-872
| -36% | -$261K | 0.09% | 65 |
|
|
2025
Q1 | $865K | Hold |
2,447
| – | – | 0.17% | 59 |
|
|
2024
Q4 | $854K | Hold |
2,447
| – | – | 0.18% | 56 |
|
|
2024
Q3 | $865K | Sell |
2,447
-29
| -1% | -$10.3K | 0.17% | 59 |
|
|
2024
Q2 | $749K | Buy |
2,476
+22
| +0.9% | +$6.66K | 0.16% | 59 |
|
|
2024
Q1 | $851K | Hold |
2,454
| – | – | 0.18% | 57 |
|
|
2023
Q4 | $861K | Hold |
2,454
| – | – | 0.18% | 56 |
|
|
2023
Q3 | $754K | Hold |
2,454
| – | – | 0.17% | 57 |
|
|
2023
Q2 | $757K | Buy |
+2,454
| New | +$757K | 0.17% | 54 |
|
|
2022
Q4 | $655K | Hold |
2,454
| – | – | 0.16% | 60 |
|
|
2022
Q3 | $631K | Hold |
2,454
| – | – | 0.16% | 54 |
|
|
2022
Q2 | $689K | Hold |
2,454
| – | – | 0.17% | 57 |
|
|
2022
Q1 | $828K | Hold |
2,454
| – | – | 0.19% | 56 |
|
|
2021
Q4 | $1.02M | Hold |
2,454
| – | – | 0.23% | 45 |
|
|
2021
Q3 | $785K | Hold |
2,454
| – | – | 0.19% | 49 |
|
|
2021
Q2 | $736K | Buy |
2,454
+40
| +2% | +$12K | 0.18% | 51 |
|
|
2021
Q1 | $672K | Hold |
2,414
| – | – | 0.17% | 47 |
|
|
2020
Q4 | $631K | Hold |
2,414
| – | – | 0.17% | 46 |
|
|
2020
Q3 | $546K | Hold |
2,414
| – | – | 0.17% | 47 |
|
|
2020
Q2 | $518K | Hold |
2,414
| – | – | 0.17% | 49 |
|
|
2020
Q1 | $373K | Hold |
2,414
| – | – | 0.14% | 57 |
|
|
2019
Q4 | $502K | Buy |
+2,414
| New | +$502K | 0.15% | 56 |
|