Venturi Wealth Management’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.92M Sell
6,413
-237
-4% -$70.8K 0.09% 123
2025
Q1
$2.08M Sell
6,650
-68
-1% -$21.2K 0.11% 109
2024
Q4
$2.36M Buy
6,718
+1,521
+29% +$535K 0.12% 110
2024
Q3
$1.84M Buy
5,197
+859
+20% +$304K 0.1% 123
2024
Q2
$1.32M Buy
4,338
+724
+20% +$220K 0.08% 148
2024
Q1
$1.25M Sell
3,614
-117
-3% -$40.6K 0.08% 156
2023
Q4
$1.31M Sell
3,731
-110
-3% -$38.6K 0.09% 130
2023
Q3
$1.18M Sell
3,841
-110
-3% -$33.8K 0.09% 131
2023
Q2
$1.22M Buy
3,951
+152
+4% +$46.9K 0.1% 117
2023
Q1
$1.09M Sell
3,799
-205
-5% -$58.6K 0.09% 144
2022
Q4
$1.07M Buy
4,004
+239
+6% +$63.8K 0.09% 154
2022
Q3
$969K Buy
3,765
+380
+11% +$97.8K 0.09% 147
2022
Q2
$940K Buy
3,385
+40
+1% +$11.1K 0.08% 146
2022
Q1
$1.13M Sell
3,345
-189
-5% -$63.7K 0.09% 134
2021
Q4
$1.47M Sell
3,534
-243
-6% -$101K 0.11% 112
2021
Q3
$1.21M Sell
3,777
-962
-20% -$308K 0.1% 130
2021
Q2
$1.4M Buy
4,739
+16
+0.3% +$4.72K 0.12% 114
2021
Q1
$1.31M Sell
4,723
-116
-2% -$32.1K 0.12% 116
2020
Q4
$1.26M Buy
4,839
+386
+9% +$101K 0.13% 117
2020
Q3
$1.01M Buy
4,453
+832
+23% +$188K 0.12% 128
2020
Q2
$778K Buy
3,621
+1,516
+72% +$326K 0.1% 123
2020
Q1
$344K Buy
2,105
+178
+9% +$29.1K 0.06% 159
2019
Q4
$406K Sell
1,927
-126
-6% -$26.5K 0.05% 170
2019
Q3
$395K Sell
2,053
-309
-13% -$59.5K 0.05% 160
2019
Q2
$436K Sell
2,362
-178
-7% -$32.9K 0.06% 153
2019
Q1
$448K Sell
2,540
-282
-10% -$49.7K 0.06% 155
2018
Q4
$383K Buy
+2,822
New +$383K 0.06% 165