Oxford 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 | $543K | Buy |
1,816
+279
| +18% | +$83.4K | 0.03% | 123 |
|
|
2025
Q1 | $480K | Sell |
1,537
-7
| -0.5% | -$2.18K | 0.03% | 137 |
|
|
2024
Q4 | $543K | Sell |
1,544
-109
| -7% | -$38.3K | 0.04% | 135 |
|
|
2024
Q3 | $584K | Sell |
1,653
-114
| -6% | -$40.3K | 0.04% | 128 |
|
|
2024
Q2 | $536K | Buy |
1,767
+212
| +14% | +$64.3K | 0.04% | 143 |
|
|
2024
Q1 | $539K | Sell |
1,555
-42
| -3% | -$14.6K | 0.04% | 125 |
|
|
2023
Q4 | $560K | Sell |
1,597
-174
| -10% | -$61.1K | 0.04% | 125 |
|
|
2023
Q3 | $544K | Sell |
1,771
-346
| -16% | -$106K | 0.05% | 117 |
|
|
2023
Q2 | $653K | Buy |
2,117
+502
| +31% | +$155K | 0.06% | 111 |
|
|
2023
Q1 | $462K | Sell |
1,615
-91
| -5% | -$26K | 0.05% | 117 |
|
|
2022
Q4 | $455K | Buy |
1,706
+622
| +57% | +$166K | 0.05% | 121 |
|
|
2022
Q3 | $279K | Sell |
1,084
-45
| -4% | -$11.6K | 0.04% | 144 |
|
|
2022
Q2 | $313K | Buy |
1,129
+28
| +3% | +$7.76K | 0.05% | 146 |
|
|
2022
Q1 | $371K | Sell |
1,101
-129
| -10% | -$43.5K | 0.05% | 139 |
|
|
2021
Q4 | $510K | Buy |
1,230
+149
| +14% | +$61.8K | 0.06% | 122 |
|
|
2021
Q3 | $346K | Sell |
1,081
-225
| -17% | -$72K | 0.04% | 138 |
|
|
2021
Q2 | $385K | Buy |
1,306
+225
| +21% | +$66.3K | 0.05% | 127 |
|
|
2021
Q1 | $299K | Sell |
1,081
-225
| -17% | -$62.2K | 0.04% | 144 |
|
|
2020
Q4 | $341K | Buy |
1,306
+225
| +21% | +$58.7K | 0.05% | 139 |
|
|
2020
Q3 | $244K | Hold |
1,081
| – | – | 0.04% | 144 |
|
|
2020
Q2 | $232K | Sell |
1,081
-169
| -14% | -$36.3K | 0.04% | 148 |
|
|
2020
Q1 | $204K | Buy |
+1,250
| New | +$204K | 0.04% | 148 |
|