Mason Investment Advisory Services’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,579
| Closed | -$406K | – | 87 |
|
|
2022
Q3 | $406K | Buy |
1,579
+6
| +0.4% | +$1.54K | 0.05% | 40 |
|
|
2022
Q2 | $437K | Sell |
1,573
-3,383
| -68% | -$939K | 0.05% | 41 |
|
|
2022
Q1 | $1.67M | Buy |
+4,956
| New | +$1.67M | 0.14% | 27 |
|
|
2021
Q2 | – | Sell |
-1,647
| Closed | -$455K | – | 96 |
|
|
2021
Q1 | $455K | Sell |
1,647
-1,117
| -40% | -$309K | 0.05% | 62 |
|
|
2020
Q4 | $722K | Sell |
2,764
-870
| -24% | -$227K | 0.09% | 54 |
|
|
2020
Q3 | $821K | Hold |
3,634
| – | – | 0.12% | 41 |
|
|
2020
Q2 | $780K | Sell |
3,634
-13
| -0.4% | -$2.79K | 0.12% | 42 |
|
|
2020
Q1 | $595K | Sell |
3,647
-108
| -3% | -$17.6K | 0.1% | 53 |
|
|
2019
Q4 | $791K | Sell |
3,755
-1,375
| -27% | -$290K | 0.12% | 59 |
|
|
2019
Q3 | $987K | Hold |
5,130
| – | – | 0.16% | 54 |
|
|
2019
Q2 | $948K | Hold |
5,130
| – | – | 0.16% | 51 |
|
|
2019
Q1 | $903K | Buy |
+5,130
| New | +$903K | 0.25% | 51 |
|