Plante Moran Financial Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
721
+160
| +29% | +$47.8K | 0.02% | 154 |
|
|
2025
Q1 | $175K | Buy |
561
+331
| +144% | +$103K | 0.02% | 183 |
|
|
2024
Q4 | $80.9K | Buy |
230
+144
| +167% | +$50.7K | 0.01% | 287 |
|
|
2024
Q3 | $30.4K | Sell |
86
-12
| -12% | -$4.24K | ﹤0.01% | 465 |
|
|
2024
Q2 | $29.7K | Buy |
98
+3
| +3% | +$910 | ﹤0.01% | 413 |
|
|
2024
Q1 | $32.9K | Sell |
95
-52
| -35% | -$18K | ﹤0.01% | 419 |
|
|
2023
Q4 | $51.6K | Buy |
147
+64
| +77% | +$22.5K | 0.01% | 318 |
|
|
2023
Q3 | $25.5K | Sell |
83
-189
| -69% | -$58K | ﹤0.01% | 388 |
|
|
2023
Q2 | $83.9K | Buy |
272
+100
| +58% | +$30.9K | 0.01% | 247 |
|
|
2023
Q1 | $49.2K | Sell |
172
-41
| -19% | -$11.7K | 0.01% | 293 |
|
|
2022
Q4 | $56.8K | Sell |
213
-44
| -17% | -$11.7K | 0.01% | 293 |
|
|
2022
Q3 | $66K | Sell |
257
-64
| -20% | -$16.4K | 0.01% | 271 |
|
|
2022
Q2 | $89K | Buy |
321
+4
| +1% | +$1.11K | 0.01% | 229 |
|
|
2022
Q1 | $107K | Sell |
317
-62
| -16% | -$20.9K | 0.02% | 223 |
|
|
2021
Q4 | $157K | Buy |
379
+23
| +6% | +$9.53K | 0.03% | 202 |
|
|
2021
Q3 | $114K | Buy |
356
+52
| +17% | +$16.7K | 0.03% | 252 |
|
|
2021
Q2 | $90K | Sell |
304
-1,022
| -77% | -$303K | 0.02% | 265 |
|
|
2021
Q1 | $366K | Buy |
1,326
+1,089
| +459% | +$301K | 0.1% | 103 |
|
|
2020
Q4 | $62K | Sell |
237
-163
| -41% | -$42.6K | 0.02% | 314 |
|
|
2020
Q3 | $90K | Hold |
400
| – | – | 0.03% | 248 |
|
|
2020
Q2 | $86K | Buy |
400
+161
| +67% | +$34.6K | 0.03% | 229 |
|
|
2020
Q1 | $39K | Sell |
239
-7
| -3% | -$1.14K | 0.02% | 293 |
|
|
2019
Q4 | $52K | Sell |
246
-1,569
| -86% | -$332K | 0.02% | 318 |
|
|
2019
Q3 | $349K | Sell |
1,815
-368
| -17% | -$70.8K | 0.1% | 110 |
|
|
2019
Q2 | $403K | Sell |
2,183
-1
| -0% | -$185 | 0.12% | 101 |
|
|
2019
Q1 | $384K | Sell |
2,184
-4,743
| -68% | -$834K | 0.12% | 97 |
|
|
2018
Q4 | $977K | Buy |
6,927
+6,416
| +1,256% | +$905K | 0.34% | 48 |
|
|
2018
Q3 | $87K | Sell |
511
-1,965
| -79% | -$335K | 0.03% | 226 |
|
|
2018
Q2 | $405K | Buy |
2,476
+1,495
| +152% | +$245K | 0.21% | 86 |
|
|
2018
Q1 | $151K | Buy |
981
+297
| +43% | +$45.7K | 0.08% | 177 |
|
|
2017
Q4 | $105K | Buy |
684
+23
| +3% | +$3.53K | 0.06% | 211 |
|
|
2017
Q3 | $89K | Buy |
661
+6
| +0.9% | +$808 | 0.05% | 219 |
|
|
2017
Q2 | $81K | Sell |
655
-39
| -6% | -$4.82K | 0.05% | 239 |
|
|
2017
Q1 | $83K | Sell |
694
-304
| -30% | -$36.4K | 0.05% | 236 |
|
|
2016
Q4 | $117K | Buy |
998
+328
| +49% | +$38.5K | 0.07% | 196 |
|
|
2016
Q3 | $82K | Buy |
670
+184
| +38% | +$22.5K | 0.06% | 235 |
|
|
2016
Q2 | $55K | Hold |
486
| – | – | 0.04% | 265 |
|
|
2016
Q1 | $56K | Buy |
486
+42
| +9% | +$4.84K | 0.04% | 245 |
|
|
2015
Q4 | $46K | Sell |
444
-58
| -12% | -$6.01K | 0.03% | 289 |
|
|
2015
Q3 | $49K | Buy |
502
+91
| +22% | +$8.88K | 0.04% | 259 |
|
|
2015
Q2 | $40K | Hold |
411
| – | – | 0.03% | 326 |
|
|
2015
Q1 | $39K | Sell |
411
-36
| -8% | -$3.42K | 0.03% | 314 |
|
|
2014
Q4 | $40K | Buy |
447
+44
| +11% | +$3.94K | 0.03% | 313 |
|
|
2014
Q3 | $33K | Buy |
403
+135
| +50% | +$11.1K | 0.03% | 315 |
|
|
2014
Q2 | $22K | Buy |
+268
| New | +$22K | 0.02% | 365 |
|
|
2014
Q1 | – | Sell |
-562
| Closed | -$46K | – | 613 |
|
|
2013
Q4 | $46K | Buy |
+562
| New | +$46K | 0.03% | 252 |
|
|
2013
Q3 | – | Sell |
-50
| Closed | -$4K | – | 632 |
|
|
2013
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 455 |
|