Sarah T. Connolly’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,385
| Closed | -$425K | – | 7 |
|
2023
Q3 | $425K | Sell |
1,385
-185
| -12% | -$56.8K | 0.28% | 69 |
|
2023
Q2 | $484K | Sell |
1,570
-100
| -6% | -$30.9K | 0.29% | 72 |
|
2023
Q1 | $477K | Hold |
1,670
| – | – | 0.3% | 73 |
|
2022
Q4 | $446K | Sell |
1,670
-75
| -4% | -$20K | 0.3% | 74 |
|
2022
Q3 | $449K | Hold |
1,745
| – | – | 0.33% | 74 |
|
2022
Q2 | $484K | Hold |
1,745
| – | – | 0.33% | 70 |
|
2022
Q1 | $588K | Hold |
1,745
| – | – | 0.34% | 68 |
|
2021
Q4 | $723K | Buy |
1,745
+175
| +11% | +$72.5K | 0.4% | 65 |
|
2021
Q3 | $502K | Hold |
1,570
| – | – | 0.41% | 66 |
|
2021
Q2 | $463K | Hold |
1,570
| – | – | 0.38% | 71 |
|
2021
Q1 | $434K | Hold |
1,570
| – | – | 0.39% | 72 |
|
2020
Q4 | $410K | Buy |
+1,570
| New | +$410K | 0.38% | 72 |
|