Stokes Family Office’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,057
| Closed | -$1.55M | – | 222 |
|
|
2023
Q3 | $1.55M | Buy |
5,057
+163
| +3% | +$50.1K | 0.18% | 101 |
|
|
2023
Q2 | $1.51M | Buy |
4,894
+509
| +12% | +$157K | 0.17% | 99 |
|
|
2023
Q1 | $1.25M | Buy |
4,385
+1,308
| +43% | +$374K | 0.16% | 108 |
|
|
2022
Q4 | $821K | Buy |
3,077
+43
| +1% | +$11.5K | 0.11% | 123 |
|
|
2022
Q3 | $781K | Sell |
3,034
-836
| -22% | -$215K | 0.11% | 120 |
|
|
2022
Q2 | $1.08M | Sell |
3,870
-327
| -8% | -$90.8K | 0.15% | 104 |
|
|
2022
Q1 | $1.42M | Sell |
4,197
-406
| -9% | -$137K | 0.19% | 84 |
|
|
2021
Q4 | $1.91M | Buy |
4,603
+393
| +9% | +$163K | 0.24% | 75 |
|
|
2021
Q3 | $1.35M | Buy |
4,210
+560
| +15% | +$179K | 0.19% | 84 |
|
|
2021
Q2 | $1.08M | Buy |
3,650
+121
| +3% | +$35.7K | 0.15% | 90 |
|
|
2021
Q1 | $976K | Buy |
3,529
+798
| +29% | +$221K | 0.15% | 92 |
|
|
2020
Q4 | $713K | Buy |
2,731
+208
| +8% | +$54.3K | 0.14% | 96 |
|
|
2020
Q3 | $570K | Buy |
+2,523
| New | +$570K | 0.13% | 100 |
|