Wellesley Investment Partners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $909K | Sell |
4,025
-605
| -13% | -$137K | 0.31% | 30 |
|
|
2020
Q2 | $994K | Sell |
4,630
-968
| -17% | -$208K | 0.35% | 26 |
|
|
2020
Q1 | $914K | Sell |
5,598
-765
| -12% | -$125K | 0.36% | 31 |
|
|
2019
Q4 | $1.34M | Buy |
6,363
+548
| +9% | +$115K | 0.41% | 25 |
|
|
2019
Q3 | $1.12M | Buy |
5,815
+142
| +3% | +$27.3K | 0.37% | 26 |
|
|
2019
Q2 | $1.05M | Sell |
5,673
-2,620
| -32% | -$484K | 0.36% | 30 |
|
|
2019
Q1 | $1.46M | Sell |
8,293
-1,110
| -12% | -$195K | 0.5% | 25 |
|
|
2018
Q4 | $1.33M | Sell |
9,403
-226
| -2% | -$31.8K | 0.47% | 29 |
|
|
2018
Q3 | $1.64M | Buy |
9,629
+214
| +2% | +$36.4K | 0.53% | 25 |
|
|
2018
Q2 | $1.54M | Buy |
9,415
+335
| +4% | +$54.8K | 0.54% | 27 |
|
|
2018
Q1 | $1.39M | Sell |
9,080
-122
| -1% | -$18.7K | 0.5% | 28 |
|
|
2017
Q4 | $1.41M | Buy |
9,202
+285
| +3% | +$43.6K | 0.53% | 27 |
|
|
2017
Q3 | $1.2M | Sell |
8,917
-481
| -5% | -$64.9K | 0.49% | 26 |
|
|
2017
Q2 | $1.16M | Buy |
9,398
+693
| +8% | +$85.7K | 0.49% | 29 |
|
|
2017
Q1 | $1.04M | Buy |
8,705
+398
| +5% | +$47.7K | 0.46% | 31 |
|
|
2016
Q4 | $973K | Buy |
8,307
+131
| +2% | +$15.3K | 0.47% | 31 |
|
|
2016
Q3 | $998K | Buy |
8,176
+476
| +6% | +$58.1K | 0.52% | 24 |
|
|
2016
Q2 | $872K | Buy |
7,700
+69
| +0.9% | +$7.81K | 0.47% | 25 |
|
|
2016
Q1 | $881K | Buy |
7,631
+121
| +2% | +$14K | 0.53% | 24 |
|
|
2015
Q4 | $784K | Buy |
+7,510
| New | +$784K | 0.54% | 24 |
|