Optimum Investment 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 | $247K | Sell |
825
-6
| -0.7% | -$1.79K | 0.11% | 159 |
|
|
2025
Q1 | $259K | Buy |
831
+6
| +0.7% | +$1.87K | 0.12% | 146 |
|
|
2024
Q4 | $290K | Sell |
825
-100
| -11% | -$35.2K | 0.13% | 143 |
|
|
2024
Q3 | $327K | Hold |
925
| – | – | 0.14% | 143 |
|
|
2024
Q2 | $281K | Hold |
925
| – | – | 0.13% | 154 |
|
|
2024
Q1 | $321K | Hold |
925
| – | – | 0.15% | 146 |
|
|
2023
Q4 | $325K | Hold |
925
| – | – | 0.16% | 135 |
|
|
2023
Q3 | $284K | Hold |
925
| – | – | 0.15% | 147 |
|
|
2023
Q2 | $285K | Hold |
925
| – | – | 0.14% | 149 |
|
|
2023
Q1 | $264K | Hold |
925
| – | – | 0.14% | 147 |
|
|
2022
Q4 | $247K | Hold |
925
| – | – | 0.13% | 162 |
|
|
2022
Q3 | $238K | Hold |
925
| – | – | 0.13% | 171 |
|
|
2022
Q2 | $257K | Hold |
925
| – | – | 0.13% | 160 |
|
|
2022
Q1 | $312K | Hold |
925
| – | – | 0.13% | 155 |
|
|
2021
Q4 | $383K | Hold |
925
| – | – | 0.15% | 139 |
|
|
2021
Q3 | $296K | Sell |
925
-350
| -27% | -$112K | 0.12% | 161 |
|
|
2021
Q2 | $376K | Hold |
1,275
| – | – | 0.12% | 175 |
|
|
2021
Q1 | $352K | Hold |
1,275
| – | – | 0.1% | 192 |
|
|
2020
Q4 | $333K | Hold |
1,275
| – | – | 0.1% | 182 |
|
|
2020
Q3 | $288K | Hold |
1,275
| – | – | 0.1% | 186 |
|
|
2020
Q2 | $274K | Buy |
1,275
+135
| +12% | +$29K | 0.1% | 198 |
|
|
2020
Q1 | $186K | Sell |
1,140
-1,046
| -48% | -$171K | 0.08% | 225 |
|
|
2019
Q4 | $460K | Buy |
2,186
+2
| +0.1% | +$421 | 0.14% | 170 |
|
|
2019
Q3 | $420K | Buy |
2,184
+163
| +8% | +$31.3K | 0.13% | 170 |
|
|
2019
Q2 | $373K | Buy |
2,021
+5
| +0.2% | +$923 | 0.12% | 180 |
|
|
2019
Q1 | $355K | Sell |
2,016
-144
| -7% | -$25.4K | 0.12% | 185 |
|
|
2018
Q4 | $305K | Sell |
2,160
-69
| -3% | -$9.74K | 0.1% | 193 |
|
|
2018
Q3 | $379K | Hold |
2,229
| – | – | 0.1% | 189 |
|
|
2018
Q2 | $365K | Buy |
2,229
+5
| +0.2% | +$819 | 0.11% | 198 |
|
|
2018
Q1 | $341K | Hold |
2,224
| – | – | 0.1% | 204 |
|
|
2017
Q4 | $340K | Buy |
2,224
+6
| +0.3% | +$917 | 0.11% | 211 |
|
|
2017
Q3 | $300K | Hold |
2,218
| – | – | 0.1% | 224 |
|
|
2017
Q2 | $274K | Buy |
2,218
+3
| +0.1% | +$371 | 0.09% | 234 |
|
|
2017
Q1 | $266K | Hold |
2,215
| – | – | 0.09% | 233 |
|
|
2016
Q4 | $259K | Hold |
2,215
| – | – | 0.1% | 231 |
|
|
2016
Q3 | $271K | Sell |
2,215
-150
| -6% | -$18.4K | 0.1% | 229 |
|
|
2016
Q2 | $268K | Buy |
2,365
+290
| +14% | +$32.9K | 0.1% | 218 |
|
|
2016
Q1 | $239K | Buy |
+2,075
| New | +$239K | 0.09% | 224 |
|
|
2015
Q1 | $105K | Sell |
1,125
-725
| -39% | -$67.7K | 0.03% | 370 |
|
|
2014
Q4 | $101K | Buy |
1,850
+725
| +64% | +$39.6K | 0.03% | 362 |
|
|
2014
Q3 | $93K | Hold |
1,125
| – | – | 0.03% | 358 |
|
|
2014
Q2 | $91K | Buy |
1,125
+400
| +55% | +$32.4K | 0.03% | 357 |
|
|
2014
Q1 | $58K | Buy |
725
+200
| +38% | +$16K | 0.02% | 377 |
|
|
2013
Q4 | $43K | Hold |
525
| – | – | 0.02% | 412 |
|
|
2013
Q3 | $39K | Buy |
+525
| New | +$39K | 0.02% | 399 |
|