SWS 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 | $2.86M | Sell |
9,581
-575
| -6% | -$172K | 0.77% | 45 |
|
|
2025
Q1 | $3.17M | Buy |
10,156
+392
| +4% | +$122K | 1.04% | 26 |
|
|
2024
Q4 | $3.43M | Buy |
9,764
+481
| +5% | +$169K | 1.04% | 23 |
|
|
2024
Q3 | $3.28M | Sell |
9,283
-2,472
| -21% | -$874K | 1.05% | 22 |
|
|
2024
Q2 | $3.57M | Buy |
11,755
+791
| +7% | +$240K | 1.07% | 31 |
|
|
2024
Q1 | $3.8M | Sell |
10,964
-1,453
| -12% | -$504K | 1.14% | 26 |
|
|
2023
Q4 | $4.36M | Buy |
12,417
+565
| +5% | +$198K | 1.42% | 14 |
|
|
2023
Q3 | $3.64M | Sell |
11,852
-396
| -3% | -$122K | 1.35% | 14 |
|
|
2023
Q2 | $3.78M | Buy |
12,248
+505
| +4% | +$156K | 1.36% | 14 |
|
|
2023
Q1 | $3.36M | Buy |
11,743
+311
| +3% | +$88.9K | 1.25% | 15 |
|
|
2022
Q4 | $3.05M | Sell |
11,432
-398
| -3% | -$106K | 1.45% | 14 |
|
|
2022
Q3 | $3.04M | Sell |
11,830
-177
| -1% | -$45.5K | 1.41% | 13 |
|
|
2022
Q2 | $3.33M | Buy |
12,007
+131
| +1% | +$36.4K | 2.81% | 2 |
|
|
2022
Q1 | $4.01M | Buy |
11,876
+456
| +4% | +$154K | 2.62% | 3 |
|
|
2021
Q4 | $4.73M | Sell |
11,420
-1,353
| -11% | -$561K | 2.69% | 5 |
|
|
2021
Q3 | $4.09M | Sell |
12,773
-1,869
| -13% | -$598K | 2.53% | 5 |
|
|
2021
Q2 | $4.32M | Sell |
14,642
-215
| -1% | -$63.4K | 2.81% | 4 |
|
|
2021
Q1 | $4.1M | Buy |
14,857
+2,427
| +20% | +$670K | 2.82% | 4 |
|
|
2020
Q4 | $3.25M | Buy |
12,430
+1,053
| +9% | +$275K | 1.45% | 12 |
|
|
2020
Q3 | $2.57M | Buy |
11,377
+2,204
| +24% | +$498K | 1.29% | 18 |
|
|
2020
Q2 | $2.06M | Buy |
9,173
+6,768
| +281% | +$1.52M | 2.63% | 5 |
|
|
2020
Q1 | $393K | Buy |
+2,405
| New | +$393K | 0.28% | 90 |
|
|
2019
Q3 | $421K | Sell |
2,144
-227
| -10% | -$44.6K | 0.25% | 81 |
|
|
2019
Q2 | $462K | Buy |
+2,371
| New | +$462K | 0.29% | 82 |
|
|
2018
Q4 | $264K | Buy |
1,875
+37
| +2% | +$5.21K | 0.2% | 85 |
|
|
2018
Q3 | $313K | Buy |
1,838
+176
| +11% | +$30K | 0.2% | 82 |
|
|
2018
Q2 | $272K | Buy |
1,662
+1,608
| +2,978% | +$263K | 0.19% | 85 |
|
|
2018
Q1 | $8K | Hold |
54
| – | – | 0.01% | 271 |
|
|
2017
Q4 | $8K | Buy |
+54
| New | +$8K | 0.01% | 274 |
|