Naviter Wealth’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.11M Sell
7,050
-376
-5% -$112K 0.26% 108
2025
Q1
$2.26M Buy
7,426
+26
+0.4% +$7.91K 0.27% 98
2024
Q4
$2.6M Buy
7,400
+939
+15% +$330K 0.31% 79
2024
Q3
$2.28M Buy
6,461
+583
+10% +$206K 0.32% 84
2024
Q2
$1.78M Buy
5,878
+145
+3% +$44K 0.27% 109
2024
Q1
$1.99M Buy
5,733
+663
+13% +$230K 0.33% 84
2023
Q4
$1.78M Buy
5,070
+1,101
+28% +$386K 0.36% 74
2023
Q3
$1.22M Sell
3,969
-123
-3% -$37.8K 0.29% 85
2023
Q2
$1.26M Buy
4,092
+554
+16% +$171K 0.32% 82
2023
Q1
$1.01M Buy
+3,538
New +$1.01M 0.35% 82