Sowell Financial Services’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $525K | Sell |
2,649
-1,258
| -32% | -$293K | 0.02% | 622 |
|
|
2025
Q4 | $1.05M | Buy |
3,907
+403
| +12% | +$102K | 0.04% | 420 |
|
|
2025
Q3 | $864K | Sell |
3,504
-1,125
| -24% | -$293K | 0.03% | 465 |
|
|
2025
Q2 | $1.38M | Sell |
4,629
-178
| -4% | -$54.2K | 0.06% | 338 |
|
|
2025
Q1 | $1.5M | Buy |
+4,807
| New | +$1.7M | 0.07% | 296 |
|
|
2024
Q3 | – | Sell |
-11,134
| Closed | -$3.38M | – | 531 |
|
|
2024
Q2 | $3.38M | Sell |
11,134
-360
| -3% | -$110K | 0.16% | 144 |
|
|
2024
Q1 | $3.98M | Sell |
11,494
-401
| -3% | -$146K | 0.19% | 127 |
|
|
2023
Q4 | $4.17M | Buy |
11,895
+123
| +1% | +$39.7K | 0.23% | 116 |
|
|
2023
Q3 | $3.62M | Buy |
+11,772
| New | +$3.71M | 0.23% | 115 |
|
|
2023
Q2 | – | Sell |
-3,042
| Closed | -$870K | – | 552 |
|
|
2023
Q1 | $870K | Buy |
+3,042
| New | +$829K | 0.07% | 321 |
|
|
2021
Q2 | – | Sell |
-4,922
| Closed | -$1.43M | – | 541 |
|
|
2021
Q1 | $1.43M | Sell |
4,922
-458
| -9% | -$118K | 0.05% | 316 |
|
|
2020
Q4 | $1.41M | Buy |
5,380
+300
| +6% | +$71.9K | 0.06% | 260 |
|
|
2020
Q3 | $1.15M | Sell |
5,080
-309
| -6% | -$70.8K | 0.06% | 267 |
|
|
2020
Q2 | $1.16M | Sell |
5,389
-1,898
| -26% | -$359K | 0.06% | 244 |
|
|
2020
Q1 | $1.19M | Sell |
7,287
-550
| -7% | -$106K | 0.09% | 224 |
|
|
2019
Q4 | $1.65M | Buy |
7,837
+4,507
| +135% | +$878K | 0.13% | 180 |
|
|
2019
Q3 | $641K | Buy |
+3,330
| New | +$644K | 0.05% | 342 |
|
|
2019
Q1 | $269K | Buy |
+1,528
| New | +$240K | 0.03% | 471 |
|
|
2018
Q4 | – | Sell |
-1,304
| Closed | -$222K | – | 460 |
|
|
2018
Q3 | $222K | Buy |
+1,304
| New | +$217K | 0.03% | 314 |
|
Other funds holding ACN
VCM
VPM
