WealthSource Partners’s Accenture ACN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$470K Sell
1,338
-63
-4% -$22.1K 0.03% 336
2023
Q3
$430K Sell
1,401
-91
-6% -$27.9K 0.03% 341
2023
Q2
$460K Sell
1,492
-524
-26% -$162K 0.03% 338
2023
Q1
$576K Buy
2,016
+5
+0.2% +$1.43K 0.04% 286
2022
Q4
$537K Sell
2,011
-200
-9% -$53.4K 0.04% 291
2022
Q3
$569K Sell
2,211
-701
-24% -$180K 0.04% 280
2022
Q2
$809K Sell
2,912
-546
-16% -$152K 0.06% 220
2022
Q1
$1.17M Sell
3,458
-97
-3% -$32.7K 0.08% 188
2021
Q4
$1.47M Sell
3,555
-425
-11% -$176K 0.12% 139
2021
Q3
$1.27M Buy
3,980
+97
+2% +$31K 0.11% 141
2021
Q2
$1.15M Buy
3,883
+104
+3% +$30.7K 0.1% 149
2021
Q1
$1.04M Sell
3,779
-29
-0.8% -$8.01K 0.1% 149
2020
Q4
$995K Sell
3,808
-68
-2% -$17.8K 0.12% 123
2020
Q3
$876K Sell
3,876
-1,353
-26% -$306K 0.12% 115
2020
Q2
$1.12M Buy
5,229
+261
+5% +$56.1K 0.16% 81
2020
Q1
$811K Buy
4,968
+522
+12% +$85.2K 0.13% 118
2019
Q4
$936K Buy
4,446
+2,971
+201% +$625K 0.12% 151
2019
Q3
$284K Buy
1,475
+32
+2% +$6.16K 0.04% 334
2019
Q2
$267K Buy
+1,443
New +$267K 0.04% 360