Optivise Advisory Services’s Accenture ACN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-776	Closed	-$273K	–	196
2024 Q4	$273K	Sell	776 -15	-2%	-$5.28K	0.15%	138
2024 Q3	$280K	Buy	+791	New	+$280K	0.15%	130