Private Wealth Partners’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.07M Hold
3,586
0.08% 93
2025
Q1
$1.12M Buy
3,586
+16
+0.4% +$4.99K 0.09% 85
2024
Q4
$1.26M Sell
3,570
-95
-3% -$33.4K 0.1% 86
2024
Q3
$1.3M Hold
3,665
0.1% 80
2024
Q2
$1.11M Sell
3,665
-50
-1% -$15.2K 0.08% 86
2024
Q1
$1.29M Buy
3,715
+345
+10% +$120K 0.1% 76
2023
Q4
$1.18M Hold
3,370
0.1% 78
2023
Q3
$1.03M Hold
3,370
0.1% 76
2023
Q2
$1.04M Hold
3,370
0.1% 76
2023
Q1
$963K Buy
+3,370
New +$963K 0.1% 84
2016
Q4
Sell
-1,833
Closed -$224K 112
2016
Q3
$224K Sell
1,833
-100
-5% -$12.2K 0.05% 108
2016
Q2
$219K Hold
1,933
0.05% 115
2016
Q1
$223K Sell
1,933
-581
-23% -$67K 0.05% 116
2015
Q4
$263K Sell
2,514
-150
-6% -$15.7K 0.06% 109
2015
Q3
$262K Sell
2,664
-750
-22% -$73.8K 0.07% 114
2015
Q2
$330K Buy
3,414
+14
+0.4% +$1.35K 0.07% 116
2015
Q1
$319K Buy
3,400
+144
+4% +$13.5K 0.07% 123
2014
Q4
$291K Hold
3,256
0.07% 124
2014
Q3
$265K Hold
3,256
0.06% 148
2014
Q2
$263K Hold
3,256
0.06% 141
2014
Q1
$260K Hold
3,256
0.06% 139
2013
Q4
$268K Hold
3,256
0.06% 152
2013
Q3
$240K Hold
3,256
0.06% 154
2013
Q2
$234K Buy
+3,256
New +$234K 0.06% 159