Spartan Planning & 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
Q1 | – | Sell |
-1,190
| Closed | -$419K | – | 66 |
|
2024
Q4 | $419K | Buy |
+1,190
| New | +$419K | 0.38% | 44 |
|
2023
Q4 | $380K | Sell |
1,082
-313
| -22% | -$110K | 0.4% | 33 |
|
2023
Q3 | $428K | Buy |
+1,395
| New | +$428K | 0.5% | 31 |
|
2022
Q4 | $1.07K | Buy |
+4
| New | +$1.07K | ﹤0.01% | 133 |
|
2022
Q2 | – | Sell |
-1,063
| Closed | -$358K | – | 89 |
|
2022
Q1 | $358K | Buy |
+1,063
| New | +$358K | 0.45% | 28 |
|