Perigon Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
6,135
-248
| -4% | -$74.1K | 0.04% | 350 |
|
|
2025
Q1 | $1.99M | Sell |
6,383
-1,187
| -16% | -$370K | 0.05% | 306 |
|
|
2024
Q4 | $2.65M | Sell |
7,570
-1,506
| -17% | -$528K | 0.07% | 267 |
|
|
2024
Q3 | $3.21M | Sell |
9,076
-4,829
| -35% | -$1.71M | 0.08% | 214 |
|
|
2024
Q2 | $4.22M | Sell |
13,905
-296
| -2% | -$89.8K | 0.12% | 155 |
|
|
2024
Q1 | $4.92M | Sell |
14,201
-316
| -2% | -$110K | 0.15% | 142 |
|
|
2023
Q4 | $5.09M | Sell |
14,517
-239
| -2% | -$83.9K | 0.17% | 127 |
|
|
2023
Q3 | $4.53M | Sell |
14,756
-283
| -2% | -$86.9K | 0.18% | 121 |
|
|
2023
Q2 | $4.64M | Buy |
15,039
+10,445
| +227% | +$3.22M | 0.18% | 123 |
|
|
2023
Q1 | $1.31M | Sell |
4,594
-7
| -0.2% | -$2K | 0.07% | 227 |
|
|
2022
Q4 | $1.23M | Buy |
4,601
+1,763
| +62% | +$470K | 0.08% | 233 |
|
|
2022
Q3 | $730K | Sell |
2,838
-296
| -9% | -$76.1K | 0.06% | 255 |
|
|
2022
Q2 | $870K | Buy |
3,134
+366
| +13% | +$102K | 0.07% | 229 |
|
|
2022
Q1 | $933K | Buy |
2,768
+343
| +14% | +$116K | 0.07% | 243 |
|
|
2021
Q4 | $1.01M | Buy |
2,425
+455
| +23% | +$189K | 0.07% | 222 |
|
|
2021
Q3 | $630K | Buy |
1,970
+100
| +5% | +$32K | 0.05% | 266 |
|
|
2021
Q2 | $551K | Sell |
1,870
-122
| -6% | -$35.9K | 0.05% | 286 |
|
|
2021
Q1 | $550K | Buy |
1,992
+149
| +8% | +$41.1K | 0.06% | 269 |
|
|
2020
Q4 | $481K | Buy |
1,843
+170
| +10% | +$44.4K | 0.06% | 257 |
|
|
2020
Q3 | $378K | Buy |
1,673
+379
| +29% | +$85.6K | 0.05% | 257 |
|
|
2020
Q2 | $278K | Hold |
1,294
| – | – | 0.04% | 279 |
|
|
2020
Q1 | $230K | Buy |
+1,294
| New | +$230K | 0.04% | 280 |
|
|
2018
Q4 | – | Sell |
-1,231
| Closed | -$210K | – | 222 |
|
|
2018
Q3 | $210K | Sell |
1,231
-778
| -39% | -$133K | 0.05% | 231 |
|
|
2018
Q2 | $329K | Buy |
2,009
+1,692
| +534% | +$277K | 0.1% | 172 |
|
|
2018
Q1 | $49K | Buy |
317
+7
| +2% | +$1.08K | 0.02% | 310 |
|
|
2017
Q4 | $47K | Sell |
310
-3,805
| -92% | -$577K | 0.02% | 296 |
|
|
2017
Q3 | $556K | Sell |
4,115
-7,637
| -65% | -$1.03M | 0.18% | 107 |
|
|
2017
Q2 | $1.45M | Buy |
11,752
+204
| +2% | +$25.2K | 0.32% | 95 |
|
|
2017
Q1 | $1.38M | Buy |
11,548
+1,049
| +10% | +$126K | 0.29% | 99 |
|
|
2016
Q4 | $1.3M | Buy |
10,499
+5,887
| +128% | +$728K | 0.28% | 98 |
|
|
2016
Q3 | $563K | Sell |
4,612
-1,225
| -21% | -$150K | 0.14% | 140 |
|
|
2016
Q2 | $661K | Buy |
5,837
+466
| +9% | +$52.8K | 0.18% | 124 |
|
|
2016
Q1 | $673K | Hold |
5,371
| – | – | 0.21% | 95 |
|
|
2015
Q4 | $561K | Buy |
5,371
+1,634
| +44% | +$171K | 0.15% | 132 |
|
|
2015
Q3 | $367K | Buy |
+3,737
| New | +$367K | 0.11% | 152 |
|