Wealth Management Associates’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
1,139
+158
| +16% | +$47.2K | 0.13% | 142 |
|
|
2025
Q1 | $306K | Hold |
981
| – | – | 0.13% | 154 |
|
|
2024
Q4 | $345K | Buy |
981
+120
| +14% | +$42.2K | 0.15% | 137 |
|
|
2024
Q3 | $304K | Buy |
861
+38
| +5% | +$13.4K | 0.13% | 155 |
|
|
2024
Q2 | $250K | Hold |
823
| – | – | 0.12% | 165 |
|
|
2024
Q1 | $250K | Sell |
823
-42
| -5% | -$12.7K | 0.12% | 165 |
|
|
2023
Q4 | $304K | Buy |
865
+81
| +10% | +$28.4K | 0.16% | 139 |
|
|
2023
Q3 | $241K | Buy |
784
+80
| +11% | +$24.6K | 0.14% | 155 |
|
|
2023
Q2 | $217K | Sell |
704
-20
| -3% | -$6.17K | 0.12% | 171 |
|
|
2023
Q1 | $207K | Buy |
+724
| New | +$207K | 0.13% | 178 |
|
|
2022
Q4 | – | Sell |
-820
| Closed | -$211K | – | 187 |
|
|
2022
Q3 | $211K | Hold |
820
| – | – | 0.15% | 160 |
|
|
2022
Q2 | $228K | Hold |
820
| – | – | 0.16% | 154 |
|
|
2022
Q1 | $277K | Hold |
820
| – | – | 0.16% | 150 |
|
|
2021
Q4 | $340K | Hold |
820
| – | – | 0.18% | 139 |
|
|
2021
Q3 | $262K | Hold |
820
| – | – | 0.15% | 153 |
|
|
2021
Q2 | $242K | Buy |
+820
| New | +$242K | 0.14% | 172 |
|