Sugarloaf Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $262K | Buy |
745
+56
| +8% | +$19.7K | 0.05% | 138 |
|
|
2024
Q3 | $243K | Buy |
689
+109
| +19% | +$38.5K | 0.05% | 135 |
|
|
2024
Q2 | $176K | Buy |
580
+3
| +0.5% | +$910 | 0.04% | 158 |
|
|
2024
Q1 | $200K | Buy |
577
+67
| +13% | +$23.2K | 0.04% | 147 |
|
|
2023
Q4 | $179K | Buy |
510
+21
| +4% | +$7.36K | 0.04% | 151 |
|
|
2023
Q3 | $150K | Buy |
489
+53
| +12% | +$16.3K | 0.04% | 169 |
|
|
2023
Q2 | $135K | Buy |
436
+38
| +10% | +$11.7K | 0.03% | 182 |
|
|
2023
Q1 | $114K | Buy |
398
+55
| +16% | +$15.8K | 0.03% | 189 |
|
|
2022
Q4 | $91.6K | Buy |
343
+6
| +2% | +$1.6K | 0.02% | 208 |
|
|
2022
Q3 | $87K | Buy |
337
+2
| +0.6% | +$516 | 0.02% | 212 |
|
|
2022
Q2 | $93K | Buy |
335
+53
| +19% | +$14.7K | 0.02% | 194 |
|
|
2022
Q1 | $95K | Buy |
282
+177
| +169% | +$59.6K | 0.02% | 193 |
|
|
2021
Q4 | $43K | Hold |
105
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $33K | Hold |
105
| – | – | 0.01% | 333 |
|
|
2021
Q2 | $31K | Buy |
105
+1
| +1% | +$295 | 0.01% | 341 |
|
|
2021
Q1 | $29 | Hold |
104
| – | – | 0.01% | 348 |
|
|
2020
Q4 | $27K | Hold |
104
| – | – | 0.01% | 334 |
|
|
2020
Q3 | $23K | Hold |
104
| – | – | 0.01% | 330 |
|
|
2020
Q2 | $22K | Buy |
104
+1
| +1% | +$212 | 0.01% | 334 |
|
|
2020
Q1 | $17K | Hold |
103
| – | – | 0.01% | 354 |
|
|
2019
Q4 | $22K | Buy |
+103
| New | +$22K | 0.01% | 355 |
|