Obermeyer 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 | $3.31M | Buy |
11,087
+1,069
| +11% | +$320K | 0.17% | 55 |
|
|
2025
Q1 | $3.13M | Buy |
10,018
+1,757
| +21% | +$548K | 0.17% | 54 |
|
|
2024
Q4 | $2.91M | Buy |
8,261
+1,660
| +25% | +$584K | 0.15% | 55 |
|
|
2024
Q3 | $2.33M | Buy |
6,601
+41
| +0.6% | +$14.5K | 0.12% | 65 |
|
|
2024
Q2 | $1.99M | Buy |
6,560
+4,763
| +265% | +$1.45M | 0.11% | 72 |
|
|
2024
Q1 | $623K | Buy |
1,797
+17
| +1% | +$5.89K | 0.04% | 123 |
|
|
2023
Q4 | $625K | Buy |
1,780
+133
| +8% | +$46.7K | 0.04% | 95 |
|
|
2023
Q3 | $506K | Hold |
1,647
| – | – | 0.04% | 112 |
|
|
2023
Q2 | $508K | Hold |
1,647
| – | – | 0.04% | 116 |
|
|
2023
Q1 | $471K | Sell |
1,647
-186
| -10% | -$53.2K | 0.04% | 119 |
|
|
2022
Q4 | $489K | Sell |
1,833
-65
| -3% | -$17.3K | 0.04% | 115 |
|
|
2022
Q3 | $488K | Hold |
1,898
| – | – | 0.04% | 118 |
|
|
2022
Q2 | $527K | Hold |
1,898
| – | – | 0.04% | 110 |
|
|
2022
Q1 | $640K | Hold |
1,898
| – | – | 0.04% | 111 |
|
|
2021
Q4 | $787K | Buy |
1,898
+53
| +3% | +$22K | 0.04% | 93 |
|
|
2021
Q3 | $590K | Buy |
1,845
+168
| +10% | +$53.7K | 0.03% | 106 |
|
|
2021
Q2 | $494K | Hold |
1,677
| – | – | 0.03% | 127 |
|
|
2021
Q1 | $463K | Buy |
+1,677
| New | +$463K | 0.03% | 134 |
|