Wealthspire Advisors (New York)’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30M | Buy |
100,473
+20,198
| +25% | +$6.04M | 0.17% | 65 |
|
|
2025
Q1 | $25M | Sell |
80,275
-6,710
| -8% | -$2.09M | 0.15% | 71 |
|
|
2024
Q4 | $30.6M | Sell |
86,985
-3,434
| -4% | -$1.21M | 0.3% | 53 |
|
|
2024
Q3 | $32M | Buy |
90,419
+7,607
| +9% | +$2.69M | 0.33% | 50 |
|
|
2024
Q2 | $25.1M | Sell |
82,812
-341
| -0.4% | -$103K | 0.32% | 42 |
|
|
2024
Q1 | $28.8M | Buy |
83,153
+4,101
| +5% | +$1.42M | 0.38% | 38 |
|
|
2023
Q4 | $27.7M | Buy |
79,052
+3,259
| +4% | +$1.14M | 0.39% | 38 |
|
|
2023
Q3 | $23.3M | Buy |
75,793
+21
| +0% | +$6.45K | 0.38% | 38 |
|
|
2023
Q2 | $23.4M | Buy |
75,772
+1,316
| +2% | +$406K | 0.38% | 41 |
|
|
2023
Q1 | $21.3M | Sell |
74,456
-1,738
| -2% | -$497K | 0.37% | 44 |
|
|
2022
Q4 | $20.3M | Sell |
76,194
-163
| -0.2% | -$43.5K | 0.37% | 43 |
|
|
2022
Q3 | $19.6M | Buy |
76,357
+1,047
| +1% | +$269K | 0.41% | 42 |
|
|
2022
Q2 | $20.9M | Buy |
75,310
+1,385
| +2% | +$385K | 0.44% | 39 |
|
|
2022
Q1 | $24.9M | Sell |
73,925
-71,679
| -49% | -$24.2M | 0.56% | 29 |
|
|
2021
Q4 | $60.4M | Buy |
145,604
+88,591
| +155% | +$36.7M | 1.34% | 14 |
|
|
2021
Q3 | $18.2M | Sell |
57,013
-8,284
| -13% | -$2.65M | 0.38% | 40 |
|
|
2021
Q2 | $19.2M | Sell |
65,297
-20,731
| -24% | -$6.11M | 0.51% | 26 |
|
|
2021
Q1 | $23.8M | Buy |
86,028
+5,693
| +7% | +$1.57M | 0.56% | 28 |
|
|
2020
Q4 | $21M | Buy |
80,335
+64,630
| +412% | +$16.9M | 0.62% | 28 |
|
|
2020
Q3 | $3.55M | Buy |
15,705
+2,931
| +23% | +$662K | 0.21% | 58 |
|
|
2020
Q2 | $2.74M | Sell |
12,774
-436,170
| -97% | -$93.7M | 0.19% | 56 |
|
|
2020
Q1 | $73.3M | Buy |
448,944
+443,488
| +8,128% | +$72.4M | 3.07% | 7 |
|
|
2019
Q4 | $1.15M | Buy |
5,456
+600
| +12% | +$126K | 0.08% | 55 |
|
|
2019
Q3 | $934K | Buy |
4,856
+2,654
| +121% | +$510K | 0.08% | 51 |
|
|
2019
Q2 | $407K | Buy |
+2,202
| New | +$407K | 0.04% | 53 |
|
|
2019
Q1 | – | Sell |
-1,109
| Closed | -$156K | – | 54 |
|
|
2018
Q4 | $156K | Buy |
+1,109
| New | +$156K | 0.02% | 80 |
|