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