Merriman Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $675K | Sell |
1,919
-298
| -13% | -$105K | 0.03% | 110 |
|
|
2024
Q3 | $784K | Buy |
+2,217
| New | +$784K | 0.03% | 114 |
|
|
2022
Q2 | – | Sell |
-15,461
| Closed | -$5.21M | – | 167 |
|
|
2022
Q1 | $5.21M | Sell |
15,461
-115
| -0.7% | -$38.8K | 0.43% | 32 |
|
|
2021
Q4 | $6.46M | Buy |
15,576
+238
| +2% | +$98.7K | 0.47% | 37 |
|
|
2021
Q3 | $4.91M | Hold |
15,338
| – | – | 0.41% | 40 |
|
|
2021
Q2 | $4.52M | Buy |
15,338
+240
| +2% | +$70.7K | 0.39% | 45 |
|
|
2021
Q1 | $4.17M | Sell |
15,098
-10
| -0.1% | -$2.76K | 0.48% | 44 |
|
|
2020
Q4 | $3.95M | Buy |
15,108
+17
| +0.1% | +$4.44K | 0.42% | 52 |
|
|
2020
Q3 | $3.41M | Buy |
+15,091
| New | +$3.41M | 0.51% | 46 |
|