Principle Wealth Partners’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 | $290K | Sell |
1,465
-185
| -11% | -$43.1K | 0.02% | 320 |
|
|
2025
Q4 | $443K | Sell |
1,650
-94
| -5% | -$23.9K | 0.02% | 257 |
|
|
2025
Q3 | $430K | Sell |
1,744
-1,185
| -40% | -$309K | 0.03% | 255 |
|
|
2025
Q2 | $875K | Sell |
2,929
-8,160
| -74% | -$2.49M | 0.05% | 173 |
|
|
2025
Q1 | $3.46M | Sell |
11,089
-475
| -4% | -$168K | 0.25% | 88 |
|
|
2024
Q4 | $4.07M | Sell |
11,564
-85
| -0.7% | -$30.6K | 0.29% | 79 |
|
|
2024
Q3 | $4.12M | Sell |
11,649
-320
| -3% | -$105K | 0.29% | 81 |
|
|
2024
Q2 | $3.63M | Buy |
11,969
+507
| +4% | +$155K | 0.28% | 85 |
|
|
2024
Q1 | $3.97M | Sell |
11,462
-128
| -1% | -$46.7K | 0.31% | 80 |
|
|
2023
Q4 | $4.07M | Buy |
11,590
+4,177
| +56% | +$1.35M | 0.35% | 73 |
|
|
2023
Q3 | $2.28M | Buy |
7,413
+2,040
| +38% | +$643K | 0.23% | 100 |
|
|
2023
Q2 | $1.66M | Buy |
5,373
+200
| +4% | +$58.1K | 0.17% | 111 |
|
|
2023
Q1 | $1.48M | Buy |
5,173
+3,325
| +180% | +$906K | 0.16% | 113 |
|
|
2022
Q4 | $493K | Buy |
1,848
+835
| +82% | +$231K | 0.06% | 192 |
|
|
2022
Q3 | $261 | Buy |
1,013
+75
| +8% | +$21.7K | 0.02% | 247 |
|
|
2022
Q2 | $260K | Buy |
938
+85
| +10% | +$25.5K | 0.03% | 266 |
|
|
2022
Q1 | $288K | Sell |
853
-32
| -4% | -$10.8K | 0.03% | 264 |
|
|
2021
Q4 | $367K | Buy |
885
+28
| +3% | +$10.2K | 0.04% | 241 |
|
|
2021
Q3 | $274K | Hold |
857
| – | – | 0.03% | 257 |
|
|
2021
Q2 | $253K | Hold |
857
| – | – | 0.03% | 281 |
|
|
2021
Q1 | $237K | Hold |
857
| – | – | 0.03% | 265 |
|
|
2020
Q4 | $224K | Buy |
+857
| New | +$205K | 0.03% | 260 |
|
Other funds holding ACN
VCM
VPM
