Sendero Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,789
| Closed | -$1.66M | – | 156 |
|
|
2024
Q1 | $1.66M | Sell |
4,789
-8,517
| -64% | -$2.95M | 0.29% | 58 |
|
|
2023
Q4 | $4.67M | Buy |
13,306
+170
| +1% | +$59.7K | 0.88% | 24 |
|
|
2023
Q3 | $4.03M | Buy |
13,136
+274
| +2% | +$84.1K | 0.87% | 24 |
|
|
2023
Q2 | $3.97M | Buy |
12,862
+1,414
| +12% | +$436K | 0.87% | 22 |
|
|
2023
Q1 | $3.27M | Buy |
11,448
+1,637
| +17% | +$468K | 1% | 16 |
|
|
2022
Q4 | $2.62M | Buy |
9,811
+2,320
| +31% | +$619K | 0.93% | 16 |
|
|
2022
Q3 | $1.93M | Buy |
+7,491
| New | +$1.93M | 0.8% | 16 |
|