Strategic Wealth Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Buy |
+13,188
| New | +$3.94M | 0.31% | 78 |
|
|
2024
Q4 | $13.7M | Buy |
35,249
+5,607
| +19% | +$2.18M | 1.14% | 20 |
|
|
2024
Q3 | $10.5M | Buy |
29,642
+55
| +0.2% | +$19.4K | 1.01% | 23 |
|
|
2024
Q2 | $8.98M | Buy |
29,587
+3,774
| +15% | +$1.15M | 0.94% | 25 |
|
|
2024
Q1 | $8.95M | Buy |
25,813
+1,896
| +8% | +$657K | 0.98% | 23 |
|
|
2023
Q4 | $8.39M | Buy |
23,917
+3,187
| +15% | +$1.12M | 1.03% | 18 |
|
|
2023
Q3 | $6.37M | Buy |
20,730
+659
| +3% | +$202K | 0.84% | 22 |
|
|
2023
Q2 | $6.19M | Buy |
20,071
+4,067
| +25% | +$1.25M | 0.8% | 24 |
|
|
2023
Q1 | $4.57M | Buy |
16,004
+1,393
| +10% | +$398K | 0.7% | 30 |
|
|
2022
Q4 | $3.9M | Buy |
14,611
+689
| +5% | +$184K | 0.72% | 35 |
|
|
2022
Q3 | $3.58M | Buy |
13,922
+793
| +6% | +$204K | 0.76% | 30 |
|
|
2022
Q2 | $3.65M | Buy |
13,129
+1,816
| +16% | +$504K | 0.79% | 31 |
|
|
2022
Q1 | $3.82M | Buy |
11,313
+1,794
| +19% | +$605K | 0.74% | 35 |
|
|
2021
Q4 | $3.95M | Sell |
9,519
-42
| -0.4% | -$17.4K | 0.75% | 38 |
|
|
2021
Q3 | $3.06M | Buy |
9,561
+1,096
| +13% | +$351K | 0.9% | 24 |
|
|
2021
Q2 | $2.5M | Buy |
8,465
+2,723
| +47% | +$803K | 0.81% | 30 |
|
|
2021
Q1 | $1.59M | Sell |
5,742
-173
| -3% | -$47.8K | 0.63% | 38 |
|
|
2020
Q4 | $1.55M | Sell |
5,915
-286
| -5% | -$74.7K | 0.65% | 35 |
|
|
2020
Q3 | $1.4M | Sell |
6,201
-1,509
| -20% | -$341K | 0.71% | 36 |
|
|
2020
Q2 | $1.66M | Buy |
7,710
+3,048
| +65% | +$654K | 0.86% | 29 |
|
|
2020
Q1 | $982K | Hold |
4,662
| – | – | 0.51% | 58 |
|
|
2019
Q4 | $982K | Buy |
4,662
+603
| +15% | +$127K | 0.51% | 58 |
|
|
2019
Q3 | $21.9K | Buy |
4,059
+3,964
| +4,173% | +$21.4K | 0.11% | 112 |
|
|
2019
Q2 | $17K | Buy |
95
+23
| +32% | +$4.12K | 0.01% | 380 |
|
|
2019
Q1 | $13K | Hold |
72
| – | – | 0.01% | 455 |
|
|
2018
Q4 | $11K | Buy |
+72
| New | +$11K | 0.01% | 429 |
|