Summit Financial Group’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $279K | Buy |
804
+200
| +33% | +$69.3K | 0.1% | 163 |
|
|
2023
Q4 | $212K | Sell |
604
-113
| -16% | -$39.7K | 0.08% | 180 |
|
|
2023
Q3 | $220K | Hold |
717
| – | – | 0.09% | 173 |
|
|
2023
Q2 | $221K | Hold |
717
| – | – | 0.09% | 177 |
|
|
2023
Q1 | $205K | Buy |
+717
| New | +$205K | 0.08% | 188 |
|
|
2022
Q4 | – | Sell |
-799
| Closed | -$206K | – | 194 |
|
|
2022
Q3 | $206K | Buy |
+799
| New | +$206K | 0.09% | 182 |
|
|
2022
Q2 | – | Sell |
-719
| Closed | -$242K | – | 196 |
|
|
2022
Q1 | $242K | Sell |
719
-250
| -26% | -$84.1K | 0.08% | 189 |
|
|
2021
Q4 | $402K | Buy |
969
+82
| +9% | +$34K | 0.13% | 142 |
|
|
2021
Q3 | $284K | Hold |
887
| – | – | 0.1% | 175 |
|
|
2021
Q2 | $261K | Hold |
887
| – | – | 0.1% | 176 |
|
|
2021
Q1 | $245K | Sell |
887
-20
| -2% | -$5.52K | 0.1% | 168 |
|
|
2020
Q4 | $237K | Hold |
907
| – | – | 0.1% | 153 |
|
|
2020
Q3 | $205K | Buy |
+907
| New | +$205K | 0.1% | 149 |
|
|
2019
Q3 | – | Sell |
-1,482
| Closed | -$274K | – | 155 |
|
|
2019
Q2 | $274K | Hold |
1,482
| – | – | 0.12% | 133 |
|
|
2019
Q1 | $261K | Hold |
1,482
| – | – | 0.2% | 99 |
|
|
2018
Q4 | $209K | Hold |
1,482
| – | – | 0.18% | 106 |
|
|
2018
Q3 | $252K | Buy |
1,482
+45
| +3% | +$7.65K | 0.19% | 106 |
|
|
2018
Q2 | $235K | Hold |
1,437
| – | – | 0.18% | 111 |
|
|
2018
Q1 | $221K | Sell |
1,437
-43
| -3% | -$6.61K | 0.17% | 118 |
|
|
2017
Q4 | $227K | Buy |
+1,480
| New | +$227K | 0.19% | 110 |
|