Smith Salley Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
56,125
+1,789
| +3% | +$535K | 0.97% | 34 |
|
|
2025
Q1 | $17M | Buy |
54,336
+774
| +1% | +$242K | 1.11% | 30 |
|
|
2024
Q4 | $18.8M | Buy |
53,562
+1,204
| +2% | +$424K | 1.21% | 26 |
|
|
2024
Q3 | $18.5M | Buy |
52,358
+5,166
| +11% | +$1.83M | 1.21% | 28 |
|
|
2024
Q2 | $14.3M | Buy |
47,192
+2,969
| +7% | +$901K | 1.03% | 33 |
|
|
2024
Q1 | $15.3M | Sell |
44,223
-12,739
| -22% | -$4.42M | 1.19% | 31 |
|
|
2023
Q4 | $20M | Buy |
56,962
+1,805
| +3% | +$633K | 1.29% | 28 |
|
|
2023
Q3 | $16.9M | Buy |
55,157
+1,908
| +4% | +$586K | 1.26% | 27 |
|
|
2023
Q2 | $16.4M | Sell |
53,249
-274
| -0.5% | -$84.5K | 1.21% | 30 |
|
|
2023
Q1 | $15.3M | Buy |
53,523
+554
| +1% | +$158K | 1.22% | 30 |
|
|
2022
Q4 | $14.1M | Buy |
52,969
+210
| +0.4% | +$56K | 1.21% | 29 |
|
|
2022
Q3 | $13.6M | Buy |
52,759
+704
| +1% | +$181K | 1.26% | 30 |
|
|
2022
Q2 | $14.5M | Buy |
52,055
+2,046
| +4% | +$568K | 1.25% | 30 |
|
|
2022
Q1 | $16.9M | Buy |
50,009
+683
| +1% | +$230K | 1.27% | 29 |
|
|
2021
Q4 | $20.4M | Buy |
49,326
+109
| +0.2% | +$45.2K | 1.45% | 20 |
|
|
2021
Q3 | $15.7M | Buy |
49,217
+667
| +1% | +$213K | 1.24% | 28 |
|
|
2021
Q2 | $14.3M | Sell |
48,550
-12,808
| -21% | -$3.78M | 1.16% | 34 |
|
|
2021
Q1 | $17M | Buy |
61,358
+4,064
| +7% | +$1.12M | 1.52% | 21 |
|
|
2020
Q4 | $15M | Buy |
57,294
+2,550
| +5% | +$666K | 1.52% | 21 |
|
|
2020
Q3 | $12.4M | Buy |
54,744
+826
| +2% | +$187K | 1.5% | 21 |
|
|
2020
Q2 | $11.6M | Buy |
53,918
+16,017
| +42% | +$3.44M | 1.55% | 19 |
|
|
2020
Q1 | $6.19M | Buy |
+37,901
| New | +$6.19M | 1.03% | 37 |
|