Private Ocean’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$311K Buy
1,026
+21
+2% +$6.43K 0.03% 125
2024
Q1
$348K Hold
1,005
0.04% 111
2023
Q4
$353K Hold
1,005
0.04% 109
2023
Q3
$309K Sell
1,005
-389
-28% -$123K 0.04% 105
2023
Q2
$430K Buy
1,394
+889
+176% +$258K 0.05% 96
2023
Q1
$144K Sell
505
-12
-2% -$3.27K 0.02% 149
2022
Q4
$138K Sell
517
-56
-10% -$15.5K 0.02% 145
2022
Q3
$147K Buy
573
+28
+5% +$8.09K 0.02% 138
2022
Q2
$151K Hold
545
0.02% 134
2022
Q1
$184K Hold
545
0.02% 125
2021
Q4
$226K Hold
545
0.03% 123
2021
Q3
$174K Hold
545
0.02% 136
2021
Q2
$161K Buy
545
+40
+8% +$11.5K 0.02% 133
2021
Q1
$140K Hold
505
0.02% 139
2020
Q4
$132K Sell
505
-60
-11% -$14.4K 0.03% 138
2020
Q3
$128K Hold
565
0.03% 131
2020
Q2
$121K Hold
565
0.03% 126
2020
Q1
$92K Hold
565
0.03% 149
2019
Q4
$119K Buy
565
+225
+66% +$43.9K 0.03% 138
2019
Q3
$66K Hold
340
0.02% 196
2019
Q2
$62K Sell
340
-75
-18% -$13.5K 0.02% 182
2019
Q1
$73K Hold
415
0.02% 165
2018
Q4
$59K Hold
415
0.02% 157
2018
Q3
$71K Hold
415
0.03% 128
2018
Q2
$68K Hold
415
0.03% 133
2018
Q1
$63K Sell
415
-9
-2% -$1.43K 0.03% 154
2017
Q4
$65K Buy
424
+9
+2% +$1.3K 0.04% 107
2017
Q3
$56K Hold
415
0.03% 86
2017
Q2
$51K Hold
415
0.03% 91
2017
Q1
$50K Hold
415
0.03% 91
2016
Q4
$49K Hold
415
0.03% 101
2016
Q3
$51K Hold
415
0.03% 108
2016
Q2
$47K Hold
415
0.03% 102
2016
Q1
$48K Hold
415
0.04% 96
2015
Q4
$43K Hold
415
0.03% 104
2015
Q3
$41K Buy
+415
New +$41.2K 0.03% 105
2015
Q2
Sell
-415
Closed -$39K 169
2015
Q1
$39K Hold
415
0.03% 81
2014
Q4
$37K Hold
415
0.03% 93
2014
Q3
$34K Hold
415
0.03% 114
2014
Q2
$34K Hold
415
0.03% 118
2014
Q1
$33K Hold
415
0.02% 121
2013
Q4
$34K Buy
+415
New +$31.4K 0.03% 109

Other funds holding ACN

Private Ocean's ACN Position: Q2 2024 in Review

Private Ocean increased its Accenture (ACN) stake by 2.1% in Q2 2024, buying an estimated $6.43K and bringing the position to 1,026 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #125.

Private Ocean first reported a position in ACN in Q4 2013 and has held it in 42 quarters since. The position peaked at $430K in Q2 2023. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Private Ocean held 1,026 shares of Accenture worth $311K as of Q2 2024.
  • Private Ocean bought 21 Accenture shares in Q2 2024, an estimated $6.43K.
  • Accenture made up 0.03% of Private Ocean's portfolio in Q2 2024, its #125 holding.
  • Private Ocean first reported a position in Accenture in Q4 2013 and has held it in 42 quarters since.
  • Private Ocean's Accenture position peaked at $430K in Q2 2023.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.