WBI Investments’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $748K | Buy |
+2,501
| New | +$748K | 0.19% | 160 |
|
2025
Q1 | – | Sell |
-5,561
| Closed | -$1.96M | – | 227 |
|
2024
Q4 | $1.96M | Buy |
+5,561
| New | +$1.96M | 0.49% | 61 |
|
2024
Q1 | – | Sell |
-2,848
| Closed | -$999K | – | 194 |
|
2023
Q4 | $999K | Sell |
2,848
-4,589
| -62% | -$1.61M | 0.2% | 111 |
|
2023
Q3 | $2.28M | Buy |
+7,437
| New | +$2.28M | 0.46% | 63 |
|
2023
Q2 | – | Sell |
-15,180
| Closed | -$4.34M | – | 186 |
|
2023
Q1 | $4.34M | Buy |
+15,180
| New | +$4.34M | 0.87% | 20 |
|
2022
Q1 | – | Sell |
-3,858
| Closed | -$1.45M | – | 179 |
|
2021
Q4 | $1.45M | Buy |
+3,858
| New | +$1.45M | 0.23% | 92 |
|
2021
Q3 | – | Sell |
-25,807
| Closed | -$7.61M | – | 181 |
|
2021
Q2 | $7.61M | Buy |
25,807
+5,455
| +27% | +$1.61M | 1.17% | 18 |
|
2021
Q1 | $5.62M | Buy |
20,352
+12,425
| +157% | +$3.43M | 0.88% | 17 |
|
2020
Q4 | $2.07M | Buy |
+7,927
| New | +$2.07M | 0.31% | 69 |
|
2020
Q3 | – | Sell |
-27,411
| Closed | -$5.89M | – | 119 |
|
2020
Q2 | $5.89M | Buy |
+27,411
| New | +$5.89M | 0.94% | 32 |
|
2020
Q1 | – | Sell |
-6,360
| Closed | -$1.34M | – | 86 |
|
2019
Q4 | $1.34M | Sell |
6,360
-42,139
| -87% | -$8.87M | 0.14% | 110 |
|
2019
Q3 | $9.33M | Buy |
48,499
+34,047
| +236% | +$6.55M | 0.89% | 25 |
|
2019
Q2 | $2.67M | Buy |
+14,452
| New | +$2.67M | 0.23% | 91 |
|
2018
Q4 | – | Sell |
-80,072
| Closed | -$13.6M | – | 85 |
|
2018
Q3 | $13.6M | Sell |
80,072
-17,616
| -18% | -$3M | 0.74% | 31 |
|
2018
Q2 | $16M | Buy |
+97,688
| New | +$16M | 0.85% | 27 |
|
2018
Q1 | – | Sell |
-22,223
| Closed | -$3.4M | – | 185 |
|
2017
Q4 | $3.4M | Sell |
22,223
-181,018
| -89% | -$27.7M | 0.16% | 107 |
|
2017
Q3 | $27.5M | Buy |
203,241
+20,032
| +11% | +$2.71M | 1.21% | 16 |
|
2017
Q2 | $22.7M | Buy |
+183,209
| New | +$22.7M | 0.98% | 22 |
|
2017
Q1 | – | Sell |
-13,605
| Closed | -$1.59M | – | 278 |
|
2016
Q4 | $1.59M | Sell |
13,605
-2,771
| -17% | -$325K | 0.07% | 175 |
|
2016
Q3 | $2M | Sell |
16,376
-2,304
| -12% | -$282K | 0.08% | 162 |
|
2016
Q2 | $2.12M | Buy |
+18,680
| New | +$2.12M | 0.08% | 108 |
|
2016
Q1 | – | Sell |
-59,425
| Closed | -$6.21M | – | 122 |
|
2015
Q4 | $6.21M | Buy |
+59,425
| New | +$6.21M | 0.18% | 96 |
|