Realta Investment 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 | – | Sell |
-1,834
| Closed | -$572K | – | 303 |
|
|
2025
Q1 | $572K | Buy |
+1,834
| New | +$572K | 0.26% | 95 |
|
|
2022
Q1 | – | Sell |
-528
| Closed | -$219K | – | 427 |
|
|
2021
Q4 | $219K | Buy |
+528
| New | +$219K | 0.05% | 381 |
|
|
2020
Q3 | – | Sell |
-2,738
| Closed | -$588K | – | 318 |
|
|
2020
Q2 | $588K | Buy |
2,738
+98
| +4% | +$21K | 0.19% | 129 |
|
|
2020
Q1 | $431K | Sell |
2,640
-1,104
| -29% | -$180K | 0.19% | 154 |
|
|
2019
Q4 | $749K | Sell |
3,744
-677
| -15% | -$135K | 0.2% | 120 |
|
|
2019
Q3 | $853K | Sell |
4,421
-229
| -5% | -$44.2K | 0.23% | 90 |
|
|
2019
Q2 | $856K | Buy |
4,650
+365
| +9% | +$67.2K | 0.24% | 92 |
|
|
2019
Q1 | $755K | Buy |
+4,285
| New | +$755K | 0.34% | 78 |
|