Soltis Investment 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 | $2.38M | Sell |
7,953
-3,661
| -32% | -$1.09M | 0.19% | 115 |
|
2025
Q1 | $3.62M | Sell |
11,614
-5,563
| -32% | -$1.74M | 0.32% | 85 |
|
2024
Q4 | $6.04M | Buy |
17,177
+9,414
| +121% | +$3.31M | 0.56% | 45 |
|
2024
Q3 | $2.74M | Sell |
7,763
-16,902
| -69% | -$5.97M | 0.27% | 100 |
|
2024
Q2 | $7.48M | Buy |
24,665
+17,392
| +239% | +$5.28M | 0.79% | 25 |
|
2024
Q1 | $2.52M | Sell |
7,273
-46
| -0.6% | -$15.9K | 0.28% | 103 |
|
2023
Q4 | $2.57M | Buy |
7,319
+5,035
| +220% | +$1.77M | 0.29% | 95 |
|
2023
Q3 | $701K | Buy |
2,284
+74
| +3% | +$22.7K | 0.09% | 148 |
|
2023
Q2 | $682K | Buy |
+2,210
| New | +$682K | 0.08% | 147 |
|
2022
Q2 | – | Sell |
-4,544
| Closed | -$1.53M | – | 238 |
|
2022
Q1 | $1.53M | Buy |
4,544
+505
| +13% | +$170K | 0.21% | 105 |
|
2021
Q4 | $1.67M | Buy |
4,039
+563
| +16% | +$233K | 0.24% | 97 |
|
2021
Q3 | $1.11M | Buy |
+3,476
| New | +$1.11M | 0.17% | 115 |
|