Mosaic Family Wealth Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
1,395
-73
| -5% | -$21.8K | 0.05% | 147 |
|
|
2025
Q1 | $458K | Sell |
1,468
-257
| -15% | -$80.2K | 0.07% | 137 |
|
|
2024
Q4 | $607K | Buy |
1,725
+280
| +19% | +$98.5K | 0.09% | 110 |
|
|
2024
Q3 | $511K | Buy |
1,445
+25
| +2% | +$8.84K | 0.08% | 120 |
|
|
2024
Q2 | $431K | Buy |
1,420
+54
| +4% | +$16.4K | 0.07% | 128 |
|
|
2024
Q1 | $473K | Buy |
1,366
+67
| +5% | +$23.2K | 0.08% | 119 |
|
|
2023
Q4 | $456K | Buy |
1,299
+36
| +3% | +$12.6K | 0.08% | 120 |
|
|
2023
Q3 | $388K | Buy |
1,263
+1
| +0.1% | +$307 | 0.08% | 117 |
|
|
2023
Q2 | $390K | Buy |
1,262
+1
| +0.1% | +$309 | 0.08% | 119 |
|
|
2023
Q1 | $360K | Buy |
1,261
+1
| +0.1% | +$286 | 0.08% | 125 |
|
|
2022
Q4 | $336K | Buy |
+1,260
| New | +$336K | 0.09% | 129 |
|