Valeo Financial 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 | $2.59M | Buy |
8,665
+474
| +6% | +$142K | 0.06% | 141 |
|
|
2025
Q1 | $2.56M | Buy |
8,191
+154
| +2% | +$48.1K | 0.07% | 124 |
|
|
2024
Q4 | $2.83M | Sell |
8,037
-52
| -0.6% | -$18.3K | 0.08% | 117 |
|
|
2024
Q3 | $2.86M | Buy |
8,089
+969
| +14% | +$343K | 0.08% | 121 |
|
|
2024
Q2 | $2.16M | Sell |
7,120
-740
| -9% | -$225K | 0.07% | 134 |
|
|
2024
Q1 | $2.47M | Buy |
7,860
+906
| +13% | +$284K | 0.09% | 123 |
|
|
2023
Q4 | $2.44M | Buy |
6,954
+480
| +7% | +$168K | 0.1% | 114 |
|
|
2023
Q3 | $1.99M | Buy |
6,474
+1,164
| +22% | +$357K | 0.09% | 126 |
|
|
2023
Q2 | $1.64M | Buy |
5,310
+462
| +10% | +$143K | 0.07% | 144 |
|
|
2023
Q1 | $1.39M | Buy |
4,848
+800
| +20% | +$229K | 0.07% | 174 |
|
|
2022
Q4 | $1.08M | Buy |
4,048
+1,788
| +79% | +$477K | 0.06% | 179 |
|
|
2022
Q3 | $581K | Sell |
2,260
-49
| -2% | -$12.6K | 0.04% | 235 |
|
|
2022
Q2 | $642K | Sell |
2,309
-518
| -18% | -$144K | 0.04% | 218 |
|
|
2022
Q1 | $953K | Buy |
2,827
+357
| +14% | +$120K | 0.05% | 199 |
|
|
2021
Q4 | $1.02M | Sell |
2,470
-135
| -5% | -$56K | 0.06% | 186 |
|
|
2021
Q3 | $833K | Buy |
2,605
+1,053
| +68% | +$337K | 0.05% | 201 |
|
|
2021
Q2 | $458K | Buy |
1,552
+214
| +16% | +$63.2K | 0.03% | 262 |
|
|
2021
Q1 | $370K | Sell |
1,338
-83
| -6% | -$23K | 0.02% | 316 |
|
|
2020
Q4 | $371K | Sell |
1,421
-6,403
| -82% | -$1.67M | 0.02% | 292 |
|
|
2020
Q3 | $1.77M | Sell |
7,824
-129
| -2% | -$29.2K | 0.15% | 89 |
|
|
2020
Q2 | $1.71M | Buy |
7,953
+6,783
| +580% | +$1.46M | 0.16% | 90 |
|
|
2020
Q1 | $208K | Buy |
1,170
+658
| +129% | +$117K | 0.02% | 290 |
|
|
2019
Q4 | $108K | Sell |
512
-70
| -12% | -$14.8K | 0.01% | 443 |
|
|
2019
Q3 | $112K | Hold |
582
| – | – | 0.01% | 409 |
|
|
2019
Q2 | $108K | Sell |
582
-255
| -30% | -$47.3K | 0.01% | 412 |
|
|
2019
Q1 | $147K | Sell |
837
-264
| -24% | -$46.4K | 0.02% | 334 |
|
|
2018
Q4 | $155K | Sell |
1,101
-94
| -8% | -$13.2K | 0.02% | 291 |
|
|
2018
Q3 | $188K | Buy |
1,195
+185
| +18% | +$29.1K | 0.03% | 284 |
|
|
2018
Q2 | $162K | Buy |
1,010
+329
| +48% | +$52.8K | 0.02% | 312 |
|
|
2018
Q1 | $105K | Buy |
681
+325
| +91% | +$50.1K | 0.02% | 356 |
|
|
2017
Q4 | $54K | Buy |
356
+116
| +48% | +$17.6K | 0.01% | 454 |
|
|
2017
Q3 | $32K | Buy |
+240
| New | +$32K | 0.01% | 478 |
|