Rothschild Investment LLC’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
1,549
-161
| -9% | -$48.1K | 0.03% | 356 |
|
|
2025
Q1 | $534K | Buy |
1,710
+59
| +4% | +$18.4K | 0.04% | 326 |
|
|
2024
Q4 | $581K | Buy |
1,651
+35
| +2% | +$12.3K | 0.04% | 314 |
|
|
2024
Q3 | $571K | Buy |
1,616
+151
| +10% | +$53.4K | 0.04% | 321 |
|
|
2024
Q2 | $444K | Buy |
1,465
+149
| +11% | +$45.2K | 0.03% | 352 |
|
|
2024
Q1 | $456K | Buy |
1,316
+44
| +3% | +$15.3K | 0.03% | 340 |
|
|
2023
Q4 | $446K | Buy |
1,272
+286
| +29% | +$100K | 0.04% | 296 |
|
|
2023
Q3 | $303K | Buy |
986
+204
| +26% | +$62.7K | 0.03% | 382 |
|
|
2023
Q2 | $241K | Buy |
782
+19
| +2% | +$5.86K | 0.02% | 434 |
|
|
2023
Q1 | $218K | Buy |
763
+10
| +1% | +$2.86K | 0.02% | 436 |
|
|
2022
Q4 | $201K | Buy |
+753
| New | +$201K | 0.02% | 438 |
|
|
2022
Q2 | – | Sell |
-671
| Closed | -$226K | – | 481 |
|
|
2022
Q1 | $226K | Sell |
671
-4
| -0.6% | -$1.35K | 0.02% | 447 |
|
|
2021
Q4 | $280K | Hold |
675
| – | – | 0.02% | 411 |
|
|
2021
Q3 | $216K | Buy |
+675
| New | +$216K | 0.02% | 448 |
|
|
2015
Q3 | – | Sell |
-8,717
| Closed | -$844K | – | 488 |
|
|
2015
Q2 | $844K | Sell |
8,717
-50
| -0.6% | -$4.84K | 0.1% | 216 |
|
|
2015
Q1 | $821K | Sell |
8,767
-1,060
| -11% | -$99.3K | 0.1% | 212 |
|
|
2014
Q4 | $878K | Sell |
9,827
-2,885
| -23% | -$258K | 0.1% | 205 |
|
|
2014
Q3 | $1.03M | Buy |
12,712
+7,582
| +148% | +$617K | 0.13% | 181 |
|
|
2014
Q2 | $415K | Sell |
5,130
-220
| -4% | -$17.8K | 0.05% | 296 |
|
|
2014
Q1 | $427K | Buy |
5,350
+100
| +2% | +$7.98K | 0.06% | 295 |
|
|
2013
Q4 | $432K | Sell |
5,250
-100
| -2% | -$8.23K | 0.06% | 292 |
|
|
2013
Q3 | $394K | Sell |
5,350
-2,000
| -27% | -$147K | 0.06% | 281 |
|
|
2013
Q2 | $529K | Buy |
+7,350
| New | +$529K | 0.09% | 223 |
|