Shepherd Financial Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
6,323
+144
| +2% | +$43K | 0.2% | 82 |
|
|
2025
Q1 | $1.93M | Buy |
6,179
+1
| +0% | +$312 | 0.23% | 77 |
|
|
2024
Q4 | $2.17M | Sell |
6,178
-1,851
| -23% | -$651K | 0.26% | 59 |
|
|
2024
Q3 | $2.84M | Sell |
8,029
-73
| -0.9% | -$25.8K | 0.34% | 51 |
|
|
2024
Q2 | $2.46M | Buy |
8,102
+40
| +0.5% | +$12.1K | 0.32% | 51 |
|
|
2024
Q1 | $2.79M | Buy |
8,062
+378
| +5% | +$131K | 0.37% | 45 |
|
|
2023
Q4 | $2.7M | Sell |
7,684
-15
| -0.2% | -$5.26K | 0.38% | 46 |
|
|
2023
Q3 | $2.36M | Buy |
7,699
+421
| +6% | +$129K | 0.37% | 53 |
|
|
2023
Q2 | $2.25M | Buy |
7,278
+12
| +0.2% | +$3.7K | 0.35% | 53 |
|
|
2023
Q1 | $2.08M | Sell |
7,266
-38
| -0.5% | -$10.9K | 0.35% | 51 |
|
|
2022
Q4 | $1.95M | Buy |
7,304
+72
| +1% | +$19.2K | 0.35% | 51 |
|
|
2022
Q3 | $1.86M | Buy |
7,232
+95
| +1% | +$24.4K | 0.36% | 57 |
|
|
2022
Q2 | $1.98M | Buy |
7,137
+273
| +4% | +$75.8K | 0.39% | 49 |
|
|
2022
Q1 | $2.32M | Sell |
6,864
-22
| -0.3% | -$7.43K | 0.41% | 49 |
|
|
2021
Q4 | $2.85M | Buy |
6,886
+173
| +3% | +$71.7K | 0.5% | 39 |
|
|
2021
Q3 | $2.15M | Buy |
6,713
+17
| +0.3% | +$5.44K | 0.41% | 46 |
|
|
2021
Q2 | $1.97M | Buy |
6,696
+46
| +0.7% | +$13.6K | 0.38% | 52 |
|
|
2021
Q1 | $1.84M | Buy |
6,650
+74
| +1% | +$20.4K | 0.41% | 53 |
|
|
2020
Q4 | $1.71M | Buy |
6,576
+88
| +1% | +$22.9K | 0.39% | 60 |
|
|
2020
Q3 | $1.47M | Buy |
6,488
+282
| +5% | +$63.7K | 0.34% | 60 |
|
|
2020
Q2 | $1.33M | Sell |
6,206
-104
| -2% | -$22.3K | 0.36% | 52 |
|
|
2020
Q1 | $1.03M | Buy |
+6,310
| New | +$1.03M | 0.36% | 48 |
|