Plancorp LLC’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $578K | Buy |
1,935
+447
| +30% | +$134K | 0.02% | 204 |
|
2025
Q1 | $464K | Sell |
1,488
-189
| -11% | -$59K | 0.02% | 218 |
|
2024
Q4 | $590K | Buy |
1,677
+137
| +9% | +$48.2K | 0.02% | 172 |
|
2024
Q3 | $544K | Buy |
1,540
+58
| +4% | +$20.5K | 0.02% | 183 |
|
2024
Q2 | $450K | Sell |
1,482
-108
| -7% | -$32.8K | 0.02% | 193 |
|
2024
Q1 | $551K | Buy |
1,590
+414
| +35% | +$143K | 0.02% | 165 |
|
2023
Q4 | $413K | Buy |
1,176
+118
| +11% | +$41.4K | 0.02% | 184 |
|
2023
Q3 | $325K | Buy |
1,058
+115
| +12% | +$35.3K | 0.02% | 195 |
|
2023
Q2 | $291K | Buy |
943
+98
| +12% | +$30.2K | 0.02% | 201 |
|
2023
Q1 | $241K | Buy |
+845
| New | +$241K | 0.01% | 224 |
|
2022
Q2 | – | Sell |
-627
| Closed | -$211K | – | 245 |
|
2022
Q1 | $211K | Sell |
627
-176
| -22% | -$59.2K | 0.01% | 230 |
|
2021
Q4 | $333K | Buy |
803
+83
| +12% | +$34.4K | 0.02% | 184 |
|
2021
Q3 | $230K | Buy |
+720
| New | +$230K | 0.02% | 216 |
|
2021
Q2 | – | Sell |
-763
| Closed | -$211K | – | 220 |
|
2021
Q1 | $211K | Buy |
+763
| New | +$211K | 0.05% | 195 |
|