Phillips Wealth Planners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
4,763
+1,144
| +32% | +$347K | 1.31% | 7 |
|
|
2025
Q1 | $1.03M | Buy |
3,619
+215
| +6% | +$61.1K | 1.09% | 20 |
|
|
2024
Q4 | $1.19M | Buy |
3,404
+249
| +8% | +$87.1K | 1.19% | 18 |
|
|
2024
Q3 | $1.17M | Buy |
3,155
+5
| +0.2% | +$1.86K | 1.13% | 19 |
|
|
2024
Q2 | $931K | Buy |
3,150
+663
| +27% | +$196K | 0.98% | 25 |
|
|
2024
Q1 | $781K | Sell |
2,487
-400
| -14% | -$126K | 0.9% | 25 |
|
|
2023
Q4 | $1.04M | Buy |
2,887
+477
| +20% | +$172K | 1.25% | 19 |
|
|
2023
Q3 | $730K | Buy |
2,410
+50
| +2% | +$15.1K | 0.99% | 28 |
|
|
2023
Q2 | $728K | Buy |
2,360
+119
| +5% | +$36.7K | 0.96% | 30 |
|
|
2023
Q1 | $626K | Buy |
+2,241
| New | +$626K | 0.83% | 39 |
|