The Family Firm’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-726
| Closed | -$227K | – | 90 |
|
|
2025
Q1 | $227K | Hold |
726
| – | – | 0.05% | 195 |
|
|
2024
Q4 | $255K | Hold |
726
| – | – | 0.06% | 181 |
|
|
2024
Q3 | $257K | Sell |
726
-30
| -4% | -$10.6K | 0.06% | 183 |
|
|
2024
Q2 | $229K | Buy |
756
+30
| +4% | +$9.1K | 0.05% | 182 |
|
|
2024
Q1 | $252K | Hold |
726
| – | – | 0.06% | 173 |
|
|
2023
Q4 | $255K | Hold |
726
| – | – | 0.07% | 166 |
|
|
2023
Q3 | $223K | Hold |
726
| – | – | 0.06% | 166 |
|
|
2023
Q2 | $224K | Hold |
726
| – | – | 0.06% | 172 |
|
|
2023
Q1 | $207K | Sell |
726
-367
| -34% | -$105K | 0.06% | 176 |
|
|
2022
Q4 | $292K | Buy |
1,093
+282
| +35% | +$75.2K | 0.09% | 144 |
|
|
2022
Q3 | $209K | Sell |
811
-245
| -23% | -$63.1K | 0.07% | 165 |
|
|
2022
Q2 | $293K | Buy |
1,056
+2
| +0.2% | +$555 | 0.09% | 144 |
|
|
2022
Q1 | $356K | Buy |
1,054
+20
| +2% | +$6.76K | 0.09% | 126 |
|
|
2021
Q4 | $429K | Hold |
1,034
| – | – | 0.11% | 109 |
|
|
2021
Q3 | $357K | Sell |
1,034
-41
| -4% | -$14.2K | 0.09% | 123 |
|
|
2021
Q2 | $317K | Buy |
1,075
+1
| +0.1% | +$295 | 0.09% | 129 |
|
|
2021
Q1 | $297K | Buy |
1,074
+1
| +0.1% | +$277 | 0.09% | 132 |
|
|
2020
Q4 | $272K | Buy |
1,073
+156
| +17% | +$39.5K | 0.08% | 133 |
|
|
2020
Q3 | $207K | Sell |
917
-175
| -16% | -$39.5K | 0.07% | 134 |
|
|
2020
Q2 | $235K | Buy |
+1,092
| New | +$235K | 0.09% | 127 |
|
|
2020
Q1 | – | Sell |
-1,092
| Closed | -$230K | – | 130 |
|
|
2019
Q4 | $230K | Sell |
1,092
-657
| -38% | -$138K | 0.08% | 138 |
|
|
2019
Q3 | $336K | Hold |
1,749
| – | – | 0.12% | 106 |
|
|
2019
Q2 | $323K | Buy |
1,749
+2
| +0.1% | +$369 | 0.11% | 107 |
|
|
2019
Q1 | $307K | Sell |
1,747
-130
| -7% | -$22.8K | 0.11% | 109 |
|
|
2018
Q4 | $265K | Buy |
1,877
+3
| +0.2% | +$424 | 0.11% | 112 |
|
|
2018
Q3 | $319K | Buy |
1,874
+70
| +4% | +$11.9K | 0.12% | 107 |
|
|
2018
Q2 | $295K | Buy |
1,804
+190
| +12% | +$31.1K | 0.11% | 102 |
|
|
2018
Q1 | $248K | Sell |
1,614
-263
| -14% | -$40.4K | 0.1% | 117 |
|
|
2017
Q4 | $287K | Sell |
1,877
-500
| -21% | -$76.5K | 0.11% | 105 |
|
|
2017
Q3 | $321K | Sell |
2,377
-250
| -10% | -$33.8K | 0.13% | 91 |
|
|
2017
Q2 | $325K | Buy |
2,627
+755
| +40% | +$93.4K | 0.14% | 88 |
|
|
2017
Q1 | $224K | Buy |
1,872
+56
| +3% | +$6.7K | 0.11% | 100 |
|
|
2016
Q4 | $213K | Buy |
1,816
+5
| +0.3% | +$586 | 0.1% | 106 |
|
|
2016
Q3 | $221K | Hold |
1,811
| – | – | 0.11% | 106 |
|
|
2016
Q2 | $205K | Buy |
+1,811
| New | +$205K | 0.1% | 106 |
|