Waverton Investment 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
$344K Sell
1,151
-5
-0.4% -$1.49K ﹤0.01% 96
2025
Q1
$361K Hold
1,156
0.01% 91
2024
Q4
$407K Buy
1,156
+500
+76% +$176K 0.01% 90
2024
Q3
$232K Buy
+656
New +$232K ﹤0.01% 90
2021
Q1
Sell
-33,730
Closed -$8.81M 54
2020
Q4
$8.81M Sell
33,730
-10,560
-24% -$2.76M 0.41% 31
2020
Q3
$10M Sell
44,290
-50
-0.1% -$11.3K 0.5% 29
2020
Q2
$9.52M Buy
44,340
+1,440
+3% +$309K 0.52% 28
2020
Q1
$7M Buy
42,900
+23,115
+117% +$3.77M 0.45% 28
2019
Q4
$4.17M Buy
+19,785
New +$4.17M 0.22% 34