Omega Financial Group’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
1,706
-25
| -1% | -$7.47K | 0.18% | 62 |
|
|
2025
Q1 | $540K | Hold |
1,731
| – | – | 0.21% | 58 |
|
|
2024
Q4 | $609K | Hold |
1,731
| – | – | 0.23% | 54 |
|
|
2024
Q3 | $612K | Buy |
1,731
+10
| +0.6% | +$3.54K | 0.23% | 56 |
|
|
2024
Q2 | $522K | Sell |
1,721
-16
| -0.9% | -$4.86K | 0.21% | 63 |
|
|
2024
Q1 | $602K | Sell |
1,737
-43
| -2% | -$14.9K | 0.25% | 60 |
|
|
2023
Q4 | $625K | Sell |
1,780
-10
| -0.6% | -$3.51K | 0.27% | 61 |
|
|
2023
Q3 | $550K | Sell |
1,790
-30
| -2% | -$9.21K | 0.27% | 59 |
|
|
2023
Q2 | $562K | Sell |
1,820
-30
| -2% | -$9.26K | 0.26% | 60 |
|
|
2023
Q1 | $529K | Hold |
1,850
| – | – | 0.24% | 59 |
|
|
2022
Q4 | $494K | Hold |
1,850
| – | – | 0.25% | 60 |
|
|
2022
Q3 | $476K | Hold |
1,850
| – | – | 0.25% | 55 |
|
|
2022
Q2 | $514K | Sell |
1,850
-10
| -0.5% | -$2.78K | 0.25% | 60 |
|
|
2022
Q1 | $627K | Sell |
1,860
-117
| -6% | -$39.4K | 0.27% | 49 |
|
|
2021
Q4 | $820K | Hold |
1,977
| – | – | 0.36% | 42 |
|
|
2021
Q3 | $632K | Sell |
1,977
-15
| -0.8% | -$4.8K | 0.3% | 43 |
|
|
2021
Q2 | $587K | Sell |
1,992
-103
| -5% | -$30.4K | 0.28% | 44 |
|
|
2021
Q1 | $579K | Sell |
2,095
-2
| -0.1% | -$553 | 0.29% | 46 |
|
|
2020
Q4 | $548K | Hold |
2,097
| – | – | 0.3% | 46 |
|
|
2020
Q3 | $474K | Sell |
2,097
-45
| -2% | -$10.2K | 0.29% | 46 |
|
|
2020
Q2 | $460K | Hold |
2,142
| – | – | 0.3% | 47 |
|
|
2020
Q1 | $350K | Hold |
2,142
| – | – | 0.27% | 45 |
|
|
2019
Q4 | $451K | Sell |
2,142
-105
| -5% | -$22.1K | 0.3% | 51 |
|
|
2019
Q3 | $432K | Sell |
2,247
-10
| -0.4% | -$1.92K | 0.3% | 51 |
|
|
2019
Q2 | $417K | Sell |
2,257
-18
| -0.8% | -$3.33K | 0.31% | 51 |
|
|
2019
Q1 | $400K | Hold |
2,275
| – | – | 0.3% | 52 |
|
|
2018
Q4 | $321K | Buy |
+2,275
| New | +$321K | 0.28% | 51 |
|