Stewart & Patten Company’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$351K Hold
1,014
0.05% 67
2023
Q4
$356K Hold
1,014
0.06% 68
2023
Q3
$311K Hold
1,014
0.05% 68
2023
Q2
$313K Sell
1,014
-4
-0.4% -$1.23K 0.05% 69
2023
Q1
$291K Buy
1,018
+4
+0.4% +$1.14K 0.05% 72
2022
Q4
$271K Hold
1,014
0.05% 75
2022
Q3
$261K Buy
+1,014
New +$261K 0.05% 74
2022
Q2
Sell
-625
Closed -$211K 85
2022
Q1
$211K Buy
625
+25
+4% +$8.44K 0.03% 86
2021
Q4
$249K Sell
600
-200
-25% -$83K 0.04% 80
2021
Q3
$256K Hold
800
0.04% 75
2021
Q2
$236K Sell
800
-100
-11% -$29.5K 0.04% 84
2021
Q1
$249K Hold
900
0.04% 78
2020
Q4
$235K Sell
900
-150
-14% -$39.2K 0.04% 82
2020
Q3
$237K Hold
1,050
0.04% 81
2020
Q2
$225K Buy
+1,050
New +$225K 0.04% 79
2020
Q1
Sell
-1,050
Closed -$221K 84
2019
Q4
$221K Hold
1,050
0.04% 89
2019
Q3
$202K Buy
+1,050
New +$202K 0.04% 97