Wells Trecaso Financial Group’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
13,531
+592
| +5% | +$177K | 1.25% | 25 |
|
|
2025
Q1 | $4.04M | Buy |
12,939
+565
| +5% | +$176K | 1.35% | 26 |
|
|
2024
Q4 | $4.35M | Buy |
12,374
+205
| +2% | +$72.1K | 1.42% | 26 |
|
|
2024
Q3 | $4.3M | Buy |
12,169
+309
| +3% | +$109K | 1.42% | 25 |
|
|
2024
Q2 | $3.6M | Buy |
11,860
+210
| +2% | +$63.7K | 1.24% | 26 |
|
|
2024
Q1 | $4.04M | Buy |
11,650
+1,002
| +9% | +$347K | 1.43% | 26 |
|
|
2023
Q4 | $3.74M | Buy |
10,648
+1,035
| +11% | +$363K | 1.51% | 24 |
|
|
2023
Q3 | $2.95M | Buy |
9,613
+780
| +9% | +$240K | 1.31% | 26 |
|
|
2023
Q2 | $2.73M | Buy |
+8,833
| New | +$2.73M | 1.17% | 26 |
|
|
2022
Q1 | – | Sell |
-997
| Closed | -$413K | – | 90 |
|
|
2021
Q4 | $413K | Hold |
997
| – | – | 0.18% | 63 |
|
|
2021
Q3 | $319K | Hold |
997
| – | – | 0.15% | 63 |
|
|
2021
Q2 | $294K | Hold |
997
| – | – | 0.14% | 67 |
|
|
2021
Q1 | $275K | Hold |
997
| – | – | 0.15% | 66 |
|
|
2020
Q4 | $260K | Hold |
997
| – | – | 0.14% | 61 |
|
|
2020
Q3 | $225K | Buy |
+997
| New | +$225K | 0.14% | 61 |
|