REDW Wealth’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,050
| Closed | -$371K | – | 105 |
|
|
2024
Q3 | $371K | Sell |
1,050
-75
| -7% | -$26.5K | 0.1% | 111 |
|
|
2024
Q2 | $341K | Buy |
1,125
+100
| +10% | +$30.3K | 0.09% | 116 |
|
|
2024
Q1 | $355K | Hold |
1,025
| – | – | 0.1% | 110 |
|
|
2023
Q4 | $360K | Buy |
1,025
+64
| +7% | +$22.5K | 0.1% | 102 |
|
|
2023
Q3 | $295K | Sell |
961
-10
| -1% | -$3.07K | 0.09% | 107 |
|
|
2023
Q2 | $300K | Buy |
971
+57
| +6% | +$17.6K | 0.09% | 113 |
|
|
2023
Q1 | $261K | Hold |
914
| – | – | 0.08% | 111 |
|
|
2022
Q4 | $244K | Sell |
914
-100
| -10% | -$26.7K | 0.08% | 115 |
|
|
2022
Q3 | $261K | Buy |
1,014
+75
| +8% | +$19.3K | 0.1% | 95 |
|
|
2022
Q2 | $261K | Buy |
939
+15
| +2% | +$4.17K | 0.1% | 102 |
|
|
2022
Q1 | $312K | Buy |
924
+50
| +6% | +$16.9K | 0.09% | 86 |
|
|
2021
Q4 | $362K | Sell |
874
-31
| -3% | -$12.8K | 0.11% | 77 |
|
|
2021
Q3 | $290K | Hold |
905
| – | – | 0.09% | 86 |
|
|
2021
Q2 | $267K | Buy |
905
+66
| +8% | +$19.5K | 0.08% | 91 |
|
|
2021
Q1 | $232K | Hold |
839
| – | – | 0.08% | 100 |
|
|
2020
Q4 | $219K | Buy |
+839
| New | +$219K | 0.08% | 89 |
|
|
2020
Q1 | – | Sell |
-1,039
| Closed | -$219K | – | 75 |
|
|
2019
Q4 | $219K | Buy |
+1,039
| New | +$219K | 0.12% | 75 |
|