POIA
Pin Oak Investment Advisors’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Hold |
326
| – | – | 0.09% | 140 |
|
|
2025
Q1 | $99K | Hold |
326
| – | – | 0.08% | 145 |
|
|
2024
Q4 | $115K | Hold |
326
| – | – | 0.1% | 132 |
|
|
2024
Q3 | $115K | Sell |
326
-4
| -1% | -$1.41K | 0.1% | 133 |
|
|
2024
Q2 | $100K | Hold |
330
| – | – | 0.1% | 128 |
|
|
2024
Q1 | $114K | Sell |
330
-27
| -8% | -$9.33K | 0.11% | 125 |
|
|
2023
Q4 | $125K | Buy |
357
+27
| +8% | +$9.45K | 0.13% | 115 |
|
|
2023
Q3 | $101K | Sell |
330
-111
| -25% | -$34K | 0.11% | 118 |
|
|
2023
Q2 | $136K | Hold |
441
| – | – | 0.15% | 103 |
|
|
2023
Q1 | $126K | Buy |
441
+155
| +54% | +$44.3K | 0.16% | 96 |
|
|
2022
Q4 | $76K | Buy |
286
+13
| +5% | +$3.46K | 0.09% | 118 |
|
|
2022
Q3 | $70K | Hold |
273
| – | – | 0.09% | 121 |
|
|
2022
Q2 | $76K | Hold |
273
| – | – | 0.09% | 123 |
|
|
2022
Q1 | $92K | Sell |
273
-27
| -9% | -$9.1K | 0.1% | 124 |
|
|
2021
Q4 | $124K | Hold |
300
| – | – | 0.13% | 104 |
|
|
2021
Q3 | $96K | Sell |
300
-194
| -39% | -$62.1K | 0.11% | 123 |
|
|
2021
Q2 | $146K | Sell |
494
-689
| -58% | -$204K | 0.15% | 96 |
|
|
2021
Q1 | $327K | Sell |
1,183
-295
| -20% | -$81.5K | 0.28% | 69 |
|
|
2020
Q4 | $386K | Hold |
1,478
| – | – | 0.32% | 64 |
|
|
2020
Q3 | $334K | Hold |
1,478
| – | – | 0.32% | 62 |
|
|
2020
Q2 | $317K | Hold |
1,478
| – | – | 0.29% | 69 |
|
|
2020
Q1 | $241K | Buy |
1,478
+9
| +0.6% | +$1.47K | 0.25% | 79 |
|
|
2019
Q4 | $309K | Sell |
1,469
-139
| -9% | -$29.2K | 0.25% | 76 |
|
|
2019
Q3 | $309K | Sell |
1,608
-89
| -5% | -$17.1K | 0.25% | 82 |
|
|
2019
Q2 | $314K | Buy |
1,697
+189
| +13% | +$35K | 0.24% | 85 |
|
|
2019
Q1 | $265K | Buy |
1,508
+86
| +6% | +$15.1K | 0.21% | 89 |
|
|
2018
Q4 | $201K | Hold |
1,422
| – | – | 0.18% | 98 |
|
|
2018
Q3 | $242K | Sell |
1,422
-17
| -1% | -$2.89K | 0.18% | 96 |
|
|
2018
Q2 | $235K | Buy |
1,439
+20
| +1% | +$3.27K | 0.17% | 97 |
|
|
2018
Q1 | $218K | Buy |
1,419
+1
| +0.1% | +$154 | 0.18% | 97 |
|
|
2017
Q4 | $217K | Buy |
+1,418
| New | +$217K | 0.17% | 107 |
|