Synergy Financial Group’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Sell
1,245
-27
-2% -$8.07K 0.27% 67
2025
Q1
$397K Buy
1,272
+81
+7% +$25.3K 0.36% 59
2024
Q4
$419K Buy
1,191
+227
+24% +$79.9K 0.35% 53
2024
Q3
$341K Buy
964
+219
+29% +$77.4K 0.32% 56
2024
Q2
$226K Buy
+745
New +$226K 0.24% 74