Oxford Financial Group’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $371K | Sell |
1,871
-85
| -4% | -$19.8K | 0.02% | 192 |
|
|
2025
Q4 | $525K | Sell |
1,956
-98
| -5% | -$24.9K | 0.03% | 141 |
|
|
2025
Q3 | $507K | Buy |
2,054
+238
| +13% | +$62.1K | 0.03% | 141 |
|
|
2025
Q2 | $543K | Buy |
1,816
+279
| +18% | +$85K | 0.03% | 123 |
|
|
2025
Q1 | $480K | Sell |
1,537
-7
| -0.5% | -$2.47K | 0.03% | 137 |
|
|
2024
Q4 | $543K | Sell |
1,544
-109
| -7% | -$39.2K | 0.04% | 135 |
|
|
2024
Q3 | $584K | Sell |
1,653
-114
| -6% | -$37.5K | 0.04% | 128 |
|
|
2024
Q2 | $536K | Buy |
1,767
+212
| +14% | +$64.9K | 0.04% | 143 |
|
|
2024
Q1 | $539K | Sell |
1,555
-42
| -3% | -$15.3K | 0.04% | 125 |
|
|
2023
Q4 | $560K | Sell |
1,597
-174
| -10% | -$56.1K | 0.04% | 126 |
|
|
2023
Q3 | $544K | Sell |
1,771
-346
| -16% | -$109K | 0.05% | 118 |
|
|
2023
Q2 | $653K | Buy |
2,117
+502
| +31% | +$146K | 0.06% | 111 |
|
|
2023
Q1 | $462K | Sell |
1,615
-91
| -5% | -$24.8K | 0.05% | 117 |
|
|
2022
Q4 | $455K | Buy |
1,706
+622
| +57% | +$172K | 0.05% | 121 |
|
|
2022
Q3 | $279K | Sell |
1,084
-45
| -4% | -$13K | 0.04% | 144 |
|
|
2022
Q2 | $313K | Buy |
1,129
+28
| +3% | +$8.41K | 0.05% | 146 |
|
|
2022
Q1 | $371K | Sell |
1,101
-129
| -10% | -$43.5K | 0.05% | 139 |
|
|
2021
Q4 | $510K | Buy |
1,230
+149
| +14% | +$54.3K | 0.06% | 122 |
|
|
2021
Q3 | $346K | Sell |
1,081
-225
| -17% | -$73.2K | 0.04% | 138 |
|
|
2021
Q2 | $385K | Buy |
1,306
+225
| +21% | +$64.4K | 0.05% | 127 |
|
|
2021
Q1 | $299K | Sell |
1,081
-225
| -17% | -$58.2K | 0.04% | 145 |
|
|
2020
Q4 | $341K | Buy |
1,306
+225
| +21% | +$53.9K | 0.05% | 140 |
|
|
2020
Q3 | $244K | Hold |
1,081
| – | – | 0.04% | 144 |
|
|
2020
Q2 | $232K | Sell |
1,081
-169
| -14% | -$32K | 0.04% | 148 |
|
|
2020
Q1 | $204K | Buy |
+1,250
| New | +$241K | 0.04% | 148 |
|
Other funds holding ACN
VCM
VPM
