West Coast Financial’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-34,501
| Closed | -$10.8M | – | 4 |
|
|
2025
Q1 | $10.8M | Sell |
34,501
-528
| -2% | -$165K | 1.23% | 18 |
|
|
2024
Q4 | $12.3M | Buy |
35,029
+417
| +1% | +$147K | 1.36% | 15 |
|
|
2024
Q3 | $12.2M | Buy |
34,612
+397
| +1% | +$140K | 1.35% | 18 |
|
|
2024
Q2 | $10.4M | Buy |
34,215
+298
| +0.9% | +$90.4K | 1.23% | 25 |
|
|
2024
Q1 | $11.8M | Buy |
33,917
+95
| +0.3% | +$32.9K | 1.43% | 21 |
|
|
2023
Q4 | $11.9M | Buy |
33,822
+2,602
| +8% | +$913K | 1.56% | 18 |
|
|
2023
Q3 | $9.59M | Buy |
31,220
+9,053
| +41% | +$2.78M | 1.43% | 18 |
|
|
2023
Q2 | $6.84M | Sell |
22,167
-252
| -1% | -$77.8K | 0.97% | 31 |
|
|
2023
Q1 | $6.41M | Sell |
22,419
-253
| -1% | -$72.3K | 0.98% | 33 |
|
|
2022
Q4 | $6.05M | Buy |
22,672
+338
| +2% | +$90.2K | 1.03% | 33 |
|
|
2022
Q3 | $5.75M | Buy |
22,334
+14,645
| +190% | +$3.77M | 1.06% | 28 |
|
|
2022
Q2 | $2.14M | Hold |
7,689
| – | – | 0.38% | 55 |
|
|
2022
Q1 | $2.59M | Sell |
7,689
-377
| -5% | -$127K | 0.4% | 54 |
|
|
2021
Q4 | $3.34M | Sell |
8,066
-94
| -1% | -$39K | 0.48% | 51 |
|
|
2021
Q3 | $2.61M | Sell |
8,160
-106
| -1% | -$33.9K | 0.42% | 56 |
|
|
2021
Q2 | $2.44M | Buy |
8,266
+6
| +0.1% | +$1.77K | 0.4% | 55 |
|
|
2021
Q1 | $2.28M | Sell |
8,260
-345
| -4% | -$95.3K | 0.4% | 55 |
|
|
2020
Q4 | $2.25M | Sell |
8,605
-207
| -2% | -$54.1K | 0.43% | 51 |
|
|
2020
Q3 | $1.99M | Sell |
8,812
-408
| -4% | -$92.2K | 0.45% | 51 |
|
|
2020
Q2 | $1.98M | Sell |
9,220
-30
| -0.3% | -$6.44K | 0.48% | 48 |
|
|
2020
Q1 | $1.51M | Sell |
9,250
-90
| -1% | -$14.7K | 0.4% | 48 |
|
|
2019
Q4 | $1.97M | Sell |
9,340
-264
| -3% | -$55.6K | 0.42% | 42 |
|
|
2019
Q3 | $1.85M | Sell |
9,604
-225
| -2% | -$43.3K | 0.42% | 44 |
|
|
2019
Q2 | $1.82M | Sell |
9,829
-4
| -0% | -$739 | 0.42% | 47 |
|
|
2019
Q1 | $1.73M | Sell |
9,833
-131
| -1% | -$23.1K | 0.41% | 49 |
|
|
2018
Q4 | $1.41M | Sell |
9,964
-174
| -2% | -$24.5K | 0.4% | 54 |
|
|
2018
Q3 | $1.73M | Hold |
10,138
| – | – | 0.4% | 57 |
|
|
2018
Q2 | $1.66M | Sell |
10,138
-150
| -1% | -$24.5K | 0.46% | 48 |
|
|
2018
Q1 | $1.58M | Sell |
10,288
-300
| -3% | -$46K | 0.45% | 48 |
|
|
2017
Q4 | $1.62M | Sell |
10,588
-45
| -0.4% | -$6.89K | 0.46% | 51 |
|
|
2017
Q3 | $1.44M | Hold |
10,633
| – | – | 0.39% | 56 |
|
|
2017
Q2 | $1.32M | Sell |
10,633
-430
| -4% | -$53.2K | 0.42% | 51 |
|
|
2017
Q1 | $1.33M | Sell |
11,063
-605
| -5% | -$72.5K | 0.42% | 57 |
|
|
2016
Q4 | $1.37M | Sell |
11,668
-345
| -3% | -$40.4K | 0.43% | 57 |
|
|
2016
Q3 | $1.47M | Sell |
12,013
-270
| -2% | -$33K | 0.47% | 57 |
|
|
2016
Q2 | $1.39M | Sell |
12,283
-695
| -5% | -$78.8K | 0.5% | 54 |
|
|
2016
Q1 | $1.5M | Sell |
12,978
-750
| -5% | -$86.6K | 0.62% | 47 |
|
|
2015
Q4 | $1.44M | Sell |
13,728
-370
| -3% | -$38.7K | 0.6% | 54 |
|
|
2015
Q3 | $1.39M | Sell |
14,098
-210
| -1% | -$20.6K | 0.62% | 50 |
|
|
2015
Q2 | $1.39M | Buy |
14,308
+550
| +4% | +$53.2K | 0.61% | 51 |
|
|
2015
Q1 | $1.29M | Sell |
13,758
-4,260
| -24% | -$399K | 0.6% | 50 |
|
|
2014
Q4 | $1.61M | Sell |
18,018
-820
| -4% | -$73.2K | 0.83% | 46 |
|
|
2014
Q3 | $1.53M | Sell |
18,838
-3,215
| -15% | -$261K | 0.86% | 48 |
|
|
2014
Q2 | $1.78M | Sell |
22,053
-8,296
| -27% | -$671K | 0.94% | 47 |
|
|
2014
Q1 | $2.42M | Sell |
30,349
-5,835
| -16% | -$465K | 1.23% | 41 |
|
|
2013
Q4 | $2.98M | Buy |
36,184
+85
| +0.2% | +$6.99K | 1.54% | 33 |
|
|
2013
Q3 | $2.66M | Buy |
36,099
+70
| +0.2% | +$5.15K | 1.47% | 33 |
|
|
2013
Q2 | $2.59M | Buy |
+36,029
| New | +$2.59M | 1.41% | 35 |
|