Union Heritage Capital’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Hold |
19,882
| – | – | 2.07% | 15 |
|
|
2025
Q1 | $6.2M | Hold |
19,882
| – | – | 2.31% | 15 |
|
|
2024
Q4 | $6.99M | Hold |
19,882
| – | – | 2.58% | 11 |
|
|
2024
Q3 | $7.03M | Hold |
19,882
| – | – | 2.59% | 10 |
|
|
2024
Q2 | $6.03M | Hold |
19,882
| – | – | 2.37% | 13 |
|
|
2024
Q1 | $6.89M | Buy |
19,882
+3,882
| +24% | +$1.35M | 2.73% | 11 |
|
|
2023
Q4 | $5.61M | Hold |
16,000
| – | – | 2.91% | 11 |
|
|
2023
Q3 | $4.91M | Hold |
16,000
| – | – | 2.79% | 11 |
|
|
2023
Q2 | $4.94M | Hold |
16,000
| – | – | 2.67% | 12 |
|
|
2023
Q1 | $4.57M | Sell |
16,000
-2,000
| -11% | -$572K | 2.78% | 10 |
|
|
2022
Q4 | $4.8M | Sell |
18,000
-1,500
| -8% | -$400K | 2.93% | 10 |
|
|
2022
Q3 | $5.02M | Hold |
19,500
| – | – | 3.33% | 6 |
|
|
2022
Q2 | $5.41M | Hold |
19,500
| – | – | 3.49% | 6 |
|
|
2022
Q1 | $6.58M | Sell |
19,500
-3,560
| -15% | -$1.2M | 3.65% | 5 |
|
|
2021
Q4 | $9.56M | Sell |
23,060
-3,000
| -12% | -$1.24M | 4.48% | 4 |
|
|
2021
Q3 | $8.34M | Hold |
26,060
| – | – | 3.91% | 6 |
|
|
2021
Q2 | $7.68M | Hold |
26,060
| – | – | 3.59% | 6 |
|
|
2021
Q1 | $7.2M | Buy |
+26,060
| New | +$7.2M | 3.58% | 6 |
|