PA
Perennial Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-787
| Closed | -$273K | – | 112 |
|
|
2024
Q1 | $273K | Hold |
787
| – | – | 0.06% | 94 |
|
|
2023
Q4 | $276K | Sell |
787
-125
| -14% | -$43.9K | 0.07% | 96 |
|
|
2023
Q3 | $280K | Sell |
912
-2
| -0.2% | -$614 | 0.08% | 92 |
|
|
2023
Q2 | $282K | Hold |
914
| – | – | 0.07% | 95 |
|
|
2023
Q1 | $261K | Buy |
+914
| New | +$261K | 0.07% | 83 |
|
|
2021
Q3 | – | Sell |
-194
| Closed | -$57K | – | 85 |
|
|
2021
Q2 | $57K | Hold |
194
| – | – | 0.02% | 143 |
|
|
2021
Q1 | $54K | Hold |
194
| – | – | 0.02% | 143 |
|
|
2020
Q4 | $51K | Buy |
+194
| New | +$51K | 0.02% | 139 |
|
|
2020
Q3 | – | Sell |
-194
| Closed | -$42K | – | 78 |
|
|
2020
Q2 | $42K | Buy |
+194
| New | +$42K | 0.02% | 137 |
|
|
2019
Q1 | – | Sell |
-232
| Closed | -$33K | – | 82 |
|
|
2018
Q4 | $33K | Hold |
232
| – | – | 0.02% | 110 |
|
|
2018
Q3 | $39K | Hold |
232
| – | – | 0.02% | 113 |
|
|
2018
Q2 | $38K | Hold |
232
| – | – | 0.02% | 113 |
|
|
2018
Q1 | $36K | Hold |
232
| – | – | 0.02% | 110 |
|
|
2017
Q4 | $36K | Buy |
232
+116
| +100% | +$18K | 0.02% | 117 |
|
|
2017
Q3 | $16K | Sell |
116
-101
| -47% | -$13.9K | 0.01% | 144 |
|
|
2017
Q2 | $27K | Buy |
+217
| New | +$27K | 0.02% | 117 |
|