Perfromance Wealth Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.85M | Hold |
6,200
| – | – | 0.06% | 52 |
|
2025
Q1 | $1.93M | Sell |
6,200
-875
| -12% | -$273K | 0.07% | 46 |
|
2024
Q4 | $2.49M | Buy |
7,075
+5,562
| +368% | +$1.96M | 0.08% | 41 |
|
2024
Q3 | $535K | Buy |
1,513
+69
| +5% | +$24.4K | 0.02% | 100 |
|
2024
Q2 | $438K | Sell |
1,444
-275
| -16% | -$83.4K | 0.02% | 92 |
|
2024
Q1 | $596K | Buy |
1,719
+63
| +4% | +$21.8K | 0.03% | 84 |
|
2023
Q4 | $581K | Sell |
1,656
-8
| -0.5% | -$2.81K | 0.03% | 94 |
|
2023
Q3 | $511K | Hold |
1,664
| – | – | 0.02% | 102 |
|
2023
Q2 | $516K | Sell |
1,664
-15
| -0.9% | -$4.65K | 0.02% | 112 |
|
2023
Q1 | $480K | Hold |
1,679
| – | – | 0.02% | 114 |
|
2022
Q4 | $448K | Hold |
1,679
| – | – | 0.03% | 107 |
|
2022
Q3 | $432K | Hold |
1,679
| – | – | 0.03% | 108 |
|
2022
Q2 | $466K | Hold |
1,679
| – | – | 0.03% | 103 |
|
2022
Q1 | $566K | Sell |
1,679
-21
| -1% | -$7.08K | 0.02% | 102 |
|
2021
Q4 | $705K | Buy |
+1,700
| New | +$705K | 0.03% | 101 |
|