Rockbridge Investment Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-106
| Closed | -$37.2K | – | 126 |
|
|
2023
Q4 | $37.2K | Buy |
+106
| New | +$37.2K | 0.01% | 262 |
|
|
2022
Q3 | – | Sell |
-106
| Closed | -$29.4K | – | 105 |
|
|
2022
Q2 | $29.4K | Sell |
106
-200
| -65% | -$55.5K | 0.01% | 259 |
|
|
2022
Q1 | $104K | Hold |
306
| – | – | 0.02% | 214 |
|
|
2021
Q4 | $127K | Hold |
306
| – | – | 0.02% | 223 |
|
|
2021
Q3 | $98K | Hold |
306
| – | – | 0.02% | 235 |
|
|
2021
Q2 | $90K | Hold |
306
| – | – | 0.02% | 239 |
|
|
2021
Q1 | $85K | Hold |
306
| – | – | 0.02% | 232 |
|
|
2020
Q4 | $80K | Hold |
306
| – | – | 0.02% | 228 |
|
|
2020
Q3 | $69K | Hold |
306
| – | – | 0.02% | 233 |
|
|
2020
Q2 | $66K | Buy |
+306
| New | +$66K | 0.02% | 205 |
|