Trek Financial’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
789
+27
| +4% | +$8.07K | 0.02% | 378 |
|
|
2025
Q1 | $238K | Sell |
762
-285
| -27% | -$88.9K | 0.02% | 349 |
|
|
2024
Q4 | $368K | Sell |
1,047
-23
| -2% | -$8.09K | 0.03% | 294 |
|
|
2024
Q3 | $378K | Sell |
1,070
-1,276
| -54% | -$451K | 0.03% | 275 |
|
|
2024
Q2 | $712K | Buy |
2,346
+554
| +31% | +$168K | 0.06% | 196 |
|
|
2024
Q1 | $621K | Buy |
1,792
+870
| +94% | +$302K | 0.05% | 204 |
|
|
2023
Q4 | $324K | Sell |
922
-72
| -7% | -$25.3K | 0.03% | 231 |
|
|
2023
Q3 | $305K | Sell |
994
-85
| -8% | -$26.1K | 0.03% | 223 |
|
|
2023
Q2 | $333K | Buy |
1,079
+160
| +17% | +$49.4K | 0.03% | 203 |
|
|
2023
Q1 | $263K | Buy |
+919
| New | +$263K | 0.02% | 212 |
|
|
2022
Q1 | – | Sell |
-530
| Closed | -$220K | – | 232 |
|
|
2021
Q4 | $220K | Buy |
+530
| New | +$220K | 0.02% | 191 |
|