Moser Wealth Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $175K | Sell |
584
-125
| -18% | -$37.4K | 0.08% | 82 |
|
2025
Q1 | $221K | Buy |
709
+175
| +33% | +$54.6K | 0.12% | 80 |
|
2024
Q4 | $188K | Hold |
534
| – | – | 0.1% | 77 |
|
2024
Q3 | $189K | Hold |
534
| – | – | 0.1% | 78 |
|
2024
Q2 | $162K | Buy |
534
+105
| +24% | +$31.9K | 0.09% | 79 |
|
2024
Q1 | $149K | Buy |
429
+165
| +63% | +$57.2K | 0.08% | 80 |
|
2023
Q4 | $92.6K | Buy |
264
+20
| +8% | +$7.02K | 0.06% | 84 |
|
2023
Q3 | $74.9K | Hold |
244
| – | – | 0.05% | 78 |
|
2023
Q2 | $75.3K | Buy |
+244
| New | +$75.3K | 0.05% | 79 |
|
2022
Q4 | $65.1K | Buy |
244
+50
| +26% | +$13.3K | 0.05% | 79 |
|
2022
Q3 | $50K | Hold |
194
| – | – | 0.04% | 88 |
|
2022
Q2 | $54K | Buy |
194
+150
| +341% | +$41.8K | 0.04% | 88 |
|
2022
Q1 | $15K | Hold |
44
| – | – | 0.01% | 105 |
|
2021
Q4 | $18K | Hold |
44
| – | – | 0.01% | 105 |
|
2021
Q3 | $14K | Buy |
+44
| New | +$14K | 0.01% | 106 |
|