Wealth Architects’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $374K | Sell |
1,886
-618
| -25% | -$144K | 0.03% | 160 |
|
|
2025
Q4 | $672K | Buy |
2,504
+39
| +2% | +$9.91K | 0.06% | 126 |
|
|
2025
Q3 | $608K | Sell |
2,465
-126
| -5% | -$32.9K | 0.06% | 129 |
|
|
2025
Q2 | $775K | Buy |
2,591
+1,086
| +72% | +$331K | 0.08% | 115 |
|
|
2025
Q1 | $470K | Sell |
1,505
-23
| -2% | -$8.12K | 0.05% | 143 |
|
|
2024
Q4 | $537K | Buy |
1,528
+22
| +1% | +$7.92K | 0.06% | 118 |
|
|
2024
Q3 | $533K | Buy |
1,506
+56
| +4% | +$18.4K | 0.06% | 119 |
|
|
2024
Q2 | $440K | Sell |
1,450
-10
| -0.7% | -$3.06K | 0.05% | 132 |
|
|
2024
Q1 | $506K | Buy |
1,460
+90
| +7% | +$32.8K | 0.07% | 118 |
|
|
2023
Q4 | $481K | Sell |
1,370
-10
| -0.7% | -$3.22K | 0.07% | 114 |
|
|
2023
Q3 | $424K | Buy |
1,380
+17
| +1% | +$5.36K | 0.07% | 120 |
|
|
2023
Q2 | $421K | Buy |
1,363
+50
| +4% | +$14.5K | 0.07% | 126 |
|
|
2023
Q1 | $375K | Sell |
1,313
-24
| -2% | -$6.54K | 0.07% | 128 |
|
|
2022
Q4 | $357K | Buy |
1,337
+77
| +6% | +$21.3K | 0.07% | 122 |
|
|
2022
Q3 | $324K | Buy |
1,260
+3
| +0.2% | +$867 | 0.07% | 123 |
|
|
2022
Q2 | $349K | Sell |
1,257
-53
| -4% | -$15.9K | 0.07% | 128 |
|
|
2022
Q1 | $442K | Buy |
1,310
+13
| +1% | +$4.38K | 0.08% | 124 |
|
|
2021
Q4 | $538K | Buy |
1,297
+46
| +4% | +$16.8K | 0.09% | 101 |
|
|
2021
Q3 | $400K | Buy |
1,251
+77
| +7% | +$25K | 0.08% | 117 |
|
|
2021
Q2 | $346K | Buy |
1,174
+266
| +29% | +$76.2K | 0.07% | 120 |
|
|
2021
Q1 | $251K | Buy |
908
+26
| +3% | +$6.72K | 0.05% | 136 |
|
|
2020
Q4 | $230K | Buy |
+882
| New | +$211K | 0.05% | 139 |
|
|
2019
Q4 | – | Sell |
-1,113
| Closed | -$214K | – | 139 |
|
|
2019
Q3 | $214K | Buy |
+1,113
| New | +$215K | 0.07% | 123 |
|
Other funds holding ACN
VCM
VPM
