Pacific Capital Wealth Advisors’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 |
-74
| Closed | -$26K | – | 85 |
|
|
2024
Q4 | $26K | Sell |
74
-16
| -18% | -$5.63K | ﹤0.01% | 200 |
|
|
2024
Q3 | $31.8K | Buy |
90
+39
| +76% | +$13.8K | 0.01% | 190 |
|
|
2024
Q2 | $15.5K | Hold |
51
| – | – | ﹤0.01% | 265 |
|
|
2024
Q1 | $17.7K | Buy |
51
+37
| +264% | +$12.8K | ﹤0.01% | 197 |
|
|
2023
Q4 | $4.91K | Buy |
+14
| New | +$4.91K | ﹤0.01% | 252 |
|