Pinnacle Wealth Planning Services’s Accenture ACN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$680K	Sell	3,431 -133	-4%	-$31K	0.07%	159
2025 Q4	$956K	Buy	3,564 +138	+4%	+$35.1K	0.1%	102
2025 Q3	$845K	Sell	3,426 -571	-14%	-$149K	0.1%	122
2025 Q2	$1.19M	Buy	3,997 +377	+10%	+$115K	0.16%	82
2025 Q1	$1.13M	Sell	3,620 -3	-0.1%	-$1.06K	0.17%	73
2024 Q4	$1.27M	Sell	3,623 -989	-21%	-$356K	0.19%	64
2024 Q3	$1.63M	Buy	4,612 +11	+0.2%	+$3.62K	0.22%	60
2024 Q2	$1.4M	Sell	4,601 -318	-6%	-$97.4K	0.2%	70
2024 Q1	$1.7M	Buy	4,919 +126	+3%	+$45.9K	0.25%	58
2023 Q4	$1.68M	Buy	4,793 +96	+2%	+$30.9K	0.26%	58
2023 Q3	$1.44M	Buy	4,697 +162	+4%	+$51K	0.24%	60
2023 Q2	$1.4M	Buy	4,535 +32	+0.7%	+$9.3K	0.23%	65
2023 Q1	$1.29M	Sell	4,503 -732	-14%	-$200K	0.21%	71
2022 Q4	$1.4M	Buy	5,235 +1,201	+30%	+$332K	0.25%	62
2022 Q3	$1.04M	Sell	4,034 -1,096	-21%	-$317K	0.19%	76
2022 Q2	$1.42M	Buy	5,130 +35	+0.7%	+$10.5K	0.26%	63
2022 Q1	$1.72M	Buy	5,095 +1,111	+28%	+$375K	0.31%	56
2021 Q4	$1.65M	Buy	3,984 +4	+0.1%	+$1.46K	0.33%	61
2021 Q3	$1.27M	Buy	3,980 +14	+0.4%	+$4.55K	0.28%	65
2021 Q2	$1.17M	Sell	3,966 -443	-10%	-$127K	0.29%	64
2021 Q1	$1.22M	Buy	4,409 +427	+11%	+$110K	0.32%	64
2020 Q4	$1.04M	Buy	3,982 +536	+16%	+$128K	0.25%	60
2020 Q3	$778K	Sell	3,446 -149	-4%	-$34.1K	0.26%	72
2020 Q2	$772K	Sell	3,595 -232	-6%	-$43.9K	0.25%	71
2020 Q1	$624K	Sell	3,827 -493	-11%	-$95K	0.3%	70
2019 Q4	$909K	Buy	4,320 +152	+4%	+$29.6K	0.43%	51
2019 Q3	$801K	Buy	4,168 +534	+15%	+$103K	0.44%	47
2019 Q2	$671K	Buy	3,634 +346	+11%	+$62.1K	0.4%	47
2019 Q1	$578K	Buy	+3,288	New	+$517K	0.39%	48