TrinityPoint Wealth’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.52M | Buy |
4,324
+184
| +4% | +$64.7K | 0.21% | 110 |
|
|
2024
Q3 | $1.46M | Buy |
4,140
+125
| +3% | +$44.2K | 0.21% | 111 |
|
|
2024
Q2 | $1.22M | Buy |
4,015
+291
| +8% | +$88.3K | 0.19% | 123 |
|
|
2024
Q1 | $1.29M | Buy |
3,724
+78
| +2% | +$27K | 0.21% | 110 |
|
|
2023
Q4 | $1.28M | Buy |
3,646
+125
| +4% | +$43.9K | 0.23% | 104 |
|
|
2023
Q3 | $1.08M | Sell |
3,521
-174
| -5% | -$53.4K | 0.22% | 111 |
|
|
2023
Q2 | $1.14M | Buy |
3,695
+422
| +13% | +$130K | 0.22% | 109 |
|
|
2023
Q1 | $935K | Buy |
3,273
+116
| +4% | +$33.2K | 0.2% | 118 |
|
|
2022
Q4 | $842K | Sell |
3,157
-12
| -0.4% | -$3.2K | 0.19% | 121 |
|
|
2022
Q3 | $815K | Buy |
3,169
+103
| +3% | +$26.5K | 0.19% | 123 |
|
|
2022
Q2 | $851K | Buy |
3,066
+6
| +0.2% | +$1.67K | 0.19% | 116 |
|
|
2022
Q1 | $1.03M | Buy |
3,060
+28
| +0.9% | +$9.44K | 0.19% | 112 |
|
|
2021
Q4 | $1.26M | Buy |
3,032
+48
| +2% | +$19.9K | 0.22% | 98 |
|
|
2021
Q3 | $955K | Buy |
2,984
+52
| +2% | +$16.6K | 0.18% | 113 |
|
|
2021
Q2 | $864K | Buy |
2,932
+16
| +0.5% | +$4.72K | 0.18% | 118 |
|
|
2021
Q1 | $805K | Sell |
2,916
-50
| -2% | -$13.8K | 0.19% | 115 |
|
|
2020
Q4 | $750K | Buy |
2,966
+29
| +1% | +$7.33K | 0.18% | 113 |
|
|
2020
Q3 | $664K | Buy |
2,937
+101
| +4% | +$22.8K | 0.18% | 119 |
|
|
2020
Q2 | $609K | Sell |
2,836
-117
| -4% | -$25.1K | 0.19% | 115 |
|
|
2020
Q1 | $482K | Sell |
2,953
-493
| -14% | -$80.5K | 0.19% | 123 |
|
|
2019
Q4 | $726K | Buy |
3,446
+87
| +3% | +$18.3K | 0.25% | 108 |
|
|
2019
Q3 | $631K | Buy |
3,359
+157
| +5% | +$29.5K | 0.22% | 115 |
|
|
2019
Q2 | $623K | Sell |
3,202
-105
| -3% | -$20.4K | 0.3% | 86 |
|
|
2019
Q1 | $582K | Sell |
3,307
-35
| -1% | -$6.16K | 0.29% | 90 |
|
|
2018
Q4 | $471K | Buy |
+3,342
| New | +$471K | 0.29% | 91 |
|