Triad Wealth 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 | $227K | Buy |
761
+71
| +10% | +$21.2K | 0.05% | 260 |
|
|
2025
Q1 | $215K | Sell |
690
-434
| -39% | -$135K | 0.07% | 201 |
|
|
2024
Q4 | $395K | Buy |
+1,124
| New | +$395K | 0.14% | 110 |
|
|
2024
Q3 | – | Sell |
-931
| Closed | -$282K | – | 57 |
|
|
2024
Q2 | $282K | Buy |
931
+102
| +12% | +$30.9K | 0.15% | 68 |
|
|
2024
Q1 | $287K | Buy |
+829
| New | +$287K | 0.22% | 45 |
|