TRUE Private Wealth Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,848
| Closed | -$561K | – | 216 |
|
|
2024
Q2 | $561K | Buy |
1,848
+234
| +14% | +$71K | 0.06% | 142 |
|
|
2024
Q1 | $560K | Buy |
1,614
+70
| +5% | +$24.3K | 0.06% | 151 |
|
|
2023
Q4 | $542K | Buy |
1,544
+320
| +26% | +$112K | 0.07% | 145 |
|
|
2023
Q3 | $376K | Buy |
1,224
+233
| +24% | +$71.6K | 0.05% | 169 |
|
|
2023
Q2 | $306K | Buy |
991
+290
| +41% | +$89.5K | 0.05% | 168 |
|
|
2023
Q1 | $200K | Buy |
+701
| New | +$200K | 0.03% | 221 |
|
|
2021
Q1 | – | Sell |
-65
| Closed | -$16K | – | 238 |
|
|
2020
Q4 | $16K | Buy |
+65
| New | +$16K | ﹤0.01% | 469 |
|
|
2020
Q2 | – | Sell |
-19
| Closed | -$3K | – | 674 |
|
|
2020
Q1 | $3K | Sell |
19
-908
| -98% | -$143K | ﹤0.01% | 560 |
|
|
2019
Q4 | $195K | Buy |
+927
| New | +$195K | 0.03% | 220 |
|
|
2019
Q3 | – | Sell |
-22
| Closed | -$4K | – | 212 |
|
|
2019
Q2 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 649 |
|
|
2019
Q1 | – | Sell |
-5,417
| Closed | -$763K | – | 204 |
|
|
2018
Q4 | $763K | Buy |
5,417
+33
| +0.6% | +$4.65K | 0.13% | 105 |
|
|
2018
Q3 | $916K | Sell |
5,384
-8
| -0.1% | -$1.36K | 0.13% | 106 |
|
|
2018
Q2 | $882K | Buy |
5,392
+161
| +3% | +$26.3K | 0.14% | 101 |
|
|
2018
Q1 | $802K | Buy |
5,231
+182
| +4% | +$27.9K | 0.14% | 95 |
|
|
2017
Q4 | $772K | Buy |
+5,049
| New | +$772K | 0.13% | 97 |
|