Octavia 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 | $213K | Buy |
711
+8
| +1% | +$2.39K | 0.02% | 212 |
|
|
2025
Q1 | $219K | Buy |
703
+106
| +18% | +$33.1K | 0.03% | 209 |
|
|
2024
Q4 | $210K | Sell |
597
-22
| -4% | -$7.74K | 0.03% | 211 |
|
|
2024
Q3 | $219K | Buy |
+619
| New | +$219K | 0.03% | 207 |
|
|
2024
Q1 | – | Sell |
-657
| Closed | -$230K | – | 219 |
|
|
2023
Q4 | $230K | Buy |
+657
| New | +$230K | 0.04% | 202 |
|