Transform Wealth’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $16M | Sell |
51,367
-42
| -0.1% | -$14.8K | 0.97% | 24 |
|
|
2024
Q4 | $18.1M | Buy |
51,409
+2,819
| +6% | +$1.01M | 1% | 20 |
|
|
2024
Q3 | $17.2M | Buy |
48,590
+12,605
| +35% | +$4.15M | 1.14% | 16 |
|
|
2024
Q2 | $10.9M | Buy |
35,985
+596
| +2% | +$183K | 0.82% | 34 |
|
|
2024
Q1 | $12.3M | Buy |
35,389
+12,231
| +53% | +$4.46M | 1.16% | 22 |
|
|
2023
Q4 | $8.13M | Sell |
23,158
-163
| -0.7% | -$52.5K | 0.79% | 38 |
|
|
2023
Q3 | $7.16M | Buy |
23,321
+243
| +1% | +$76.6K | 0.76% | 42 |
|
|
2023
Q2 | $7.12M | Sell |
23,078
-23,216
| -50% | -$6.75M | 0.64% | 53 |
|
|
2023
Q1 | $13.2M | Buy |
46,294
+84
| +0.2% | +$22.9K | 1.25% | 22 |
|
|
2022
Q4 | $12.3M | Buy |
46,210
+120
| +0.3% | +$33.2K | 1.38% | 19 |
|
|
2022
Q3 | $11.9M | Buy |
46,090
+40
| +0.1% | +$11.6K | 1.54% | 12 |
|
|
2022
Q2 | $12.8M | Sell |
46,050
-429
| -0.9% | -$129K | 1.9% | 10 |
|
|
2022
Q1 | $15.7M | Buy |
46,479
+3,025
| +7% | +$1.02M | 1.76% | 11 |
|
|
2021
Q4 | $18M | Sell |
43,454
-625
| -1% | -$228K | 1.88% | 9 |
|
|
2021
Q3 | $14.1M | Sell |
44,079
-2,950
| -6% | -$960K | 1.62% | 12 |
|
|
2021
Q2 | $13.9M | Buy |
47,029
+15,136
| +47% | +$4.33M | 1.69% | 12 |
|
|
2021
Q1 | $8.81M | Sell |
31,893
-2,213
| -6% | -$572K | 1.77% | 7 |
|
|
2020
Q4 | $8.91M | Sell |
34,106
-16,312
| -32% | -$3.91M | 1.86% | 8 |
|
|
2020
Q3 | $11.4M | Sell |
50,418
-199
| -0.4% | -$45.6K | 1.84% | 11 |
|
|
2020
Q2 | $10.9M | Buy |
50,617
+588
| +1% | +$111K | 1.86% | 10 |
|
|
2020
Q1 | $8.17M | Buy |
50,029
+1,678
| +3% | +$323K | 1.74% | 8 |
|
|
2019
Q4 | $10.2M | Buy |
48,351
+3,420
| +8% | +$667K | 1.61% | 8 |
|
|
2019
Q3 | $8.64M | Buy |
44,931
+8,531
| +23% | +$1.65M | 1.53% | 9 |
|
|
2019
Q2 | $6.72M | Sell |
36,400
-7,902
| -18% | -$1.42M | 0.99% | 21 |
|
|
2019
Q1 | $7.8M | Buy |
44,302
+393
| +0.9% | +$61.8K | 1.45% | 14 |
|
|
2018
Q4 | $6.19M | Sell |
43,909
-3,127
| -7% | -$495K | 1.27% | 20 |
|
|
2018
Q3 | $8.01M | Buy |
47,036
+4,576
| +11% | +$762K | 1.39% | 18 |
|
|
2018
Q2 | $6.95M | Buy |
42,460
+10,653
| +33% | +$1.66M | 1.26% | 20 |
|
|
2018
Q1 | $4.88M | Sell |
31,807
-29,330
| -48% | -$4.65M | 0.93% | 33 |
|
|
2017
Q4 | $9.36M | Buy |
61,137
+50,344
| +466% | +$7.3M | 1.72% | 4 |
|
|
2017
Q3 | $1.46M | Sell |
10,793
-333
| -3% | -$43.4K | 0.51% | 66 |
|
|
2017
Q2 | $1.38M | Buy |
11,126
+1,006
| +10% | +$123K | 1.55% | 22 |
|
|
2017
Q1 | $1.21M | Buy |
10,120
+7,070
| +232% | +$844K | 0.45% | 71 |
|
|
2016
Q4 | $357K | Buy |
3,050
+500
| +20% | +$59.3K | 0.14% | 166 |
|
|
2016
Q3 | $312K | Sell |
2,550
-500
| -16% | -$56.9K | 0.13% | 170 |
|
|
2016
Q2 | $346K | Buy |
+3,050
| New | +$354K | 0.15% | 163 |
|
Other funds holding ACN
Transform Wealth's ACN Position: Q1 2025 in Review
Transform Wealth reduced its Accenture (ACN) stake by 0.08% in Q1 2025, selling an estimated $14.8K and leaving 51,367 shares worth $16M. The position accounts for 0.97% of the portfolio, ranked #24.
Transform Wealth first reported a position in ACN in Q2 2016 and has held it in 36 quarters since. The position peaked at $18.1M in Q4 2024. 2,432 funds tracked by Wall St. Rank hold ACN as of Q1 2025.
- Transform Wealth held 51,367 shares of Accenture worth $16M as of Q1 2025.
- Transform Wealth sold 42 Accenture shares in Q1 2025, an estimated $14.8K.
- Accenture made up 0.97% of Transform Wealth's portfolio in Q1 2025, its #24 holding.
- Transform Wealth first reported a position in Accenture in Q2 2016 and has held it in 36 quarters since.
- Transform Wealth's Accenture position peaked at $18.1M in Q4 2024.
- 2,432 funds tracked by Wall St. Rank held Accenture as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.