TrueWealth Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-904
| Closed | -$282K | – | 218 |
|
|
2025
Q1 | $282K | Buy |
+904
| New | +$282K | 0.09% | 168 |
|
|
2024
Q1 | – | Sell |
-596
| Closed | -$209K | – | 209 |
|
|
2023
Q4 | $209K | Sell |
596
-61
| -9% | -$21.4K | 0.08% | 187 |
|
|
2023
Q3 | $202K | Sell |
657
-2
| -0.3% | -$614 | 0.09% | 191 |
|
|
2023
Q2 | $203K | Buy |
+659
| New | +$203K | 0.08% | 184 |
|
|
2022
Q2 | – | Sell |
-977
| Closed | -$405K | – | 171 |
|
|
2022
Q1 | $405K | Hold |
977
| – | – | 0.18% | 107 |
|
|
2021
Q4 | $405K | Buy |
977
+345
| +55% | +$143K | 0.18% | 107 |
|
|
2021
Q3 | $202K | Buy |
+632
| New | +$202K | 0.11% | 136 |
|