Omnia Family 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 | $253K | Buy |
847
+42
| +5% | +$12.6K | 0.09% | 77 |
|
|
2025
Q1 | $251K | Buy |
805
+122
| +18% | +$38.1K | 0.11% | 72 |
|
|
2024
Q4 | $240K | Buy |
+683
| New | +$240K | 0.1% | 67 |
|
|
2020
Q1 | – | Sell |
-1,291
| Closed | -$272K | – | 75 |
|
|
2019
Q4 | $272K | Sell |
1,291
-60
| -4% | -$12.6K | 0.12% | 78 |
|
|
2019
Q3 | $260K | Buy |
1,351
+174
| +15% | +$33.5K | 0.19% | 69 |
|
|
2019
Q2 | $217K | Buy |
1,177
+169
| +17% | +$31.2K | 0.11% | 87 |
|
|
2019
Q1 | $177K | Buy |
1,008
+282
| +39% | +$49.5K | 0.09% | 99 |
|
|
2018
Q4 | $102K | Buy |
726
+281
| +63% | +$39.5K | 0.06% | 119 |
|
|
2018
Q3 | $76K | Hold |
445
| – | – | 0.03% | 130 |
|
|
2018
Q2 | $73K | Sell |
445
-44
| -9% | -$7.22K | 0.03% | 135 |
|
|
2018
Q1 | $75K | Buy |
489
+35
| +8% | +$5.37K | 0.03% | 130 |
|
|
2017
Q4 | $70K | Buy |
454
+117
| +35% | +$18K | 0.03% | 132 |
|
|
2017
Q3 | $46K | Buy |
337
+12
| +4% | +$1.64K | 0.02% | 154 |
|
|
2017
Q2 | $40K | Hold |
325
| – | – | 0.02% | 162 |
|
|
2017
Q1 | $39K | Buy |
325
+159
| +96% | +$19.1K | 0.02% | 166 |
|
|
2016
Q4 | $19K | Buy |
+166
| New | +$19K | 0.01% | 220 |
|