Patriot Financial Group Insurance Agency’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,500
| Closed | -$468K | – | 529 |
|
|
2025
Q1 | $468K | Buy |
1,500
+535
| +55% | +$167K | 0.06% | 306 |
|
|
2024
Q4 | $340K | Buy |
+965
| New | +$340K | 0.05% | 346 |
|
|
2024
Q1 | – | Sell |
-618
| Closed | -$217K | – | 477 |
|
|
2023
Q4 | $217K | Sell |
618
-41
| -6% | -$14.4K | 0.04% | 407 |
|
|
2023
Q3 | $202K | Sell |
659
-11
| -2% | -$3.38K | 0.04% | 419 |
|
|
2023
Q2 | $207K | Buy |
+670
| New | +$207K | 0.04% | 427 |
|
|
2022
Q3 | – | Sell |
-596
| Closed | -$165K | – | 418 |
|
|
2022
Q2 | $165K | Sell |
596
-39
| -6% | -$10.8K | 0.03% | 418 |
|
|
2022
Q1 | $214K | Sell |
635
-47
| -7% | -$15.8K | 0.04% | 399 |
|
|
2021
Q4 | $283K | Buy |
682
+20
| +3% | +$8.3K | 0.05% | 369 |
|
|
2021
Q3 | $212K | Buy |
662
+28
| +4% | +$8.97K | 0.04% | 438 |
|
|
2021
Q2 | $187K | Buy |
634
+10
| +2% | +$2.95K | 0.03% | 447 |
|
|
2021
Q1 | $172K | Buy |
624
+79
| +14% | +$21.8K | 0.04% | 423 |
|
|
2020
Q4 | $142K | Sell |
545
-18
| -3% | -$4.69K | 0.04% | 415 |
|
|
2020
Q3 | $127K | Buy |
563
+117
| +26% | +$26.4K | 0.04% | 348 |
|
|
2020
Q2 | $96K | Sell |
446
-39
| -8% | -$8.4K | 0.04% | 350 |
|
|
2020
Q1 | $79K | Buy |
485
+360
| +288% | +$58.6K | 0.04% | 357 |
|
|
2019
Q4 | $26K | Sell |
125
-11
| -8% | -$2.29K | 0.01% | 622 |
|
|
2019
Q3 | $26K | Buy |
136
+25
| +23% | +$4.78K | 0.01% | 573 |
|
|
2019
Q2 | $21K | Buy |
111
+71
| +178% | +$13.4K | 0.01% | 628 |
|
|
2019
Q1 | $7K | Buy |
40
+13
| +48% | +$2.28K | ﹤0.01% | 768 |
|
|
2018
Q4 | $4K | Buy |
27
+2
| +8% | +$296 | ﹤0.01% | 743 |
|
|
2018
Q3 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 760 |
|
|
2018
Q2 | – | Sell |
-39
| Closed | -$6K | – | 572 |
|
|
2018
Q1 | $6K | Hold |
39
| – | – | ﹤0.01% | 678 |
|
|
2017
Q4 | $6K | Buy |
39
+33
| +550% | +$5.08K | ﹤0.01% | 674 |
|
|
2017
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 859 |
|