Simon Quick Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
7,031
+1,071
| +18% | +$320K | 0.08% | 148 |
|
|
2025
Q1 | $1.86M | Buy |
5,960
+525
| +10% | +$164K | 0.11% | 89 |
|
|
2024
Q4 | $1.91M | Buy |
5,435
+790
| +17% | +$278K | 0.11% | 84 |
|
|
2024
Q3 | $1.64M | Buy |
4,645
+1,064
| +30% | +$376K | 0.1% | 89 |
|
|
2024
Q2 | $1.09M | Buy |
3,581
+115
| +3% | +$34.9K | 0.08% | 122 |
|
|
2024
Q1 | $1.2M | Sell |
3,466
-542
| -14% | -$188K | 0.09% | 114 |
|
|
2023
Q4 | $1.41M | Buy |
4,008
+1,612
| +67% | +$566K | 0.12% | 90 |
|
|
2023
Q3 | $736K | Buy |
2,396
+265
| +12% | +$81.4K | 0.07% | 133 |
|
|
2023
Q2 | $657K | Buy |
2,131
+528
| +33% | +$163K | 0.06% | 140 |
|
|
2023
Q1 | $458K | Buy |
1,603
+537
| +50% | +$153K | 0.05% | 159 |
|
|
2022
Q4 | $284K | Buy |
+1,066
| New | +$284K | 0.03% | 184 |
|
|
2022
Q2 | – | Sell |
-259
| Closed | -$87K | – | 182 |
|
|
2022
Q1 | $87K | Buy |
259
+6
| +2% | +$2.02K | 0.02% | 160 |
|
|
2021
Q4 | $105K | Sell |
253
-189
| -43% | -$78.4K | 0.03% | 156 |
|
|
2021
Q3 | $141K | Sell |
442
-9
| -2% | -$2.87K | 0.04% | 139 |
|
|
2021
Q2 | $133K | Buy |
451
+10
| +2% | +$2.95K | 0.04% | 126 |
|
|
2021
Q1 | $121K | Buy |
441
+1
| +0.2% | +$274 | 0.04% | 133 |
|
|
2020
Q4 | $115K | Buy |
440
+133
| +43% | +$34.8K | 0.03% | 135 |
|
|
2020
Q3 | $69K | Buy |
307
+51
| +20% | +$11.5K | 0.02% | 162 |
|
|
2020
Q2 | $55K | Buy |
256
+240
| +1,500% | +$51.6K | 0.02% | 183 |
|
|
2020
Q1 | $3K | Sell |
16
-54
| -77% | -$10.1K | ﹤0.01% | 376 |
|
|
2019
Q4 | $15K | Buy |
70
+38
| +119% | +$8.14K | 0.01% | 347 |
|
|
2019
Q3 | $6K | Sell |
32
-76
| -70% | -$14.3K | ﹤0.01% | 282 |
|
|
2019
Q2 | $20K | Buy |
108
+61
| +130% | +$11.3K | 0.01% | 180 |
|
|
2019
Q1 | $8K | Hold |
47
| – | – | ﹤0.01% | 343 |
|
|
2018
Q4 | $7K | Hold |
47
| – | – | ﹤0.01% | 279 |
|
|
2018
Q3 | $8K | Hold |
47
| – | – | ﹤0.01% | 247 |
|
|
2018
Q2 | $7K | Sell |
47
-99
| -68% | -$14.7K | ﹤0.01% | 276 |
|
|
2018
Q1 | $22K | Buy |
146
+20
| +16% | +$3.01K | 0.01% | 208 |
|
|
2017
Q4 | $20K | Buy |
+126
| New | +$20K | 0.01% | 294 |
|
|
2017
Q1 | – | Sell |
-5,746
| Closed | -$673K | – | 334 |
|
|
2016
Q4 | $673K | Buy |
+5,746
| New | +$673K | 0.5% | 41 |
|