West Oak Capital’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.6K | Buy |
10,789
+450
| +4% | +$117K | 1.06% | 36 |
|
|
2025
Q2 | $30.9K | Buy |
10,339
+843
| +9% | +$257K | 1.21% | 24 |
|
|
2025
Q1 | $29.6K | Sell |
9,496
-150
| -2% | -$53K | 1.15% | 22 |
|
|
2024
Q4 | $33.9M | Buy |
9,646
+35
| +0.4% | +$12.6K | 1.2% | 17 |
|
|
2024
Q3 | $34K | Buy |
9,611
+40
| +0.4% | +$13.2K | 0.63% | 19 |
|
|
2024
Q2 | $2.9M | Sell |
9,571
-440
| -4% | -$135K | 1.17% | 20 |
|
|
2024
Q1 | $3.47M | Buy |
10,011
+50
| +0.5% | +$18.2K | 1.48% | 18 |
|
|
2023
Q4 | $3.55M | Sell |
9,961
-232
| -2% | -$74.8K | 1.66% | 12 |
|
|
2023
Q3 | $3.13M | Buy |
10,193
+8
| +0.1% | +$2.52K | 1.55% | 13 |
|
|
2023
Q2 | $3.14M | Sell |
10,185
-362
| -3% | -$105K | 1.53% | 12 |
|
|
2023
Q1 | $3.01M | Buy |
10,547
+82
| +0.8% | +$22.4K | 1.53% | 10 |
|
|
2022
Q4 | $2.79M | Sell |
10,465
-147
| -1% | -$40.7K | 1.46% | 14 |
|
|
2022
Q3 | $2.73M | Buy |
10,612
+132
| +1% | +$38.1K | 1.48% | 11 |
|
|
2022
Q2 | $2.91M | Sell |
10,480
-301
| -3% | -$90.4K | 1.53% | 12 |
|
|
2022
Q1 | $3.64M | Sell |
10,781
-395
| -4% | -$133K | 1.64% | 10 |
|
|
2021
Q4 | $4.63M | Sell |
11,176
-473
| -4% | -$172K | 1.7% | 12 |
|
|
2021
Q3 | $3.73M | Sell |
11,649
-510
| -4% | -$166K | 1.45% | 13 |
|
|
2021
Q2 | $3.58M | Sell |
12,159
-410
| -3% | -$117K | 1.41% | 13 |
|
|
2021
Q1 | $3.47M | Sell |
12,569
-115
| -0.9% | -$29.7K | 1.48% | 12 |
|
|
2020
Q4 | $3.31M | Buy |
12,684
+130
| +1% | +$31.2K | 1.54% | 10 |
|
|
2020
Q3 | $2.84M | Sell |
12,554
-523
| -4% | -$120K | 1.56% | 14 |
|
|
2020
Q2 | $2.81M | Buy |
13,077
+5
| +0% | +$946 | 1.6% | 12 |
|
|
2020
Q1 | $2.13M | Sell |
13,072
-40
| -0.3% | -$7.71K | 1.46% | 16 |
|
|
2019
Q4 | $2.76M | Sell |
13,112
-1,195
| -8% | -$233K | 1.55% | 7 |
|
|
2019
Q3 | $2.75M | Sell |
14,307
-135
| -0.9% | -$26.1K | 1.62% | 8 |
|
|
2019
Q2 | $2.67M | Hold |
14,442
| – | – | 1.6% | 12 |
|
|
2019
Q1 | $2.54M | Buy |
14,442
+70
| +0.5% | +$11K | 1.59% | 11 |
|
|
2018
Q4 | $2.03M | Buy |
14,372
+140
| +1% | +$22.1K | 1.44% | 17 |
|
|
2018
Q3 | $2.42M | Sell |
14,232
-75
| -0.5% | -$12.5K | 1.4% | 13 |
|
|
2018
Q2 | $2.34M | Sell |
14,307
-125
| -0.9% | -$19.4K | 1.43% | 11 |
|
|
2018
Q1 | $2.22M | Sell |
14,432
-785
| -5% | -$124K | 1.31% | 15 |
|
|
2017
Q4 | $2.33M | Sell |
15,217
-740
| -5% | -$107K | 1.43% | 11 |
|
|
2017
Q3 | $2.16M | Sell |
15,957
-723
| -4% | -$94.2K | 1.28% | 11 |
|
|
2017
Q2 | $2.06M | Sell |
16,680
-685
| -4% | -$83.5K | 1.25% | 14 |
|
|
2017
Q1 | $2.08M | Buy |
17,365
+625
| +4% | +$74.6K | 1.28% | 16 |
|
|
2016
Q4 | $1.96M | Sell |
16,740
-665
| -4% | -$78.9K | 1.31% | 14 |
|
|
2016
Q3 | $2.13M | Buy |
17,405
+300
| +2% | +$34.2K | 1.46% | 10 |
|
|
2016
Q2 | $1.94M | Sell |
17,105
-270
| -2% | -$31.3K | 1.4% | 17 |
|
|
2016
Q1 | $2.01M | Sell |
17,375
-15
| -0.1% | -$1.54K | 1.54% | 11 |
|
|
2015
Q4 | $1.82M | Buy |
17,390
+625
| +4% | +$66K | 1.41% | 19 |
|
|
2015
Q3 | $1.65M | Sell |
16,765
-220
| -1% | -$21.8K | 1.33% | 15 |
|
|
2015
Q2 | $1.64M | Sell |
16,985
-45
| -0.3% | -$4.3K | 1.22% | 21 |
|
|
2015
Q1 | $1.6M | Buy |
17,030
+100
| +0.6% | +$8.93K | 1.17% | 27 |
|
|
2014
Q4 | $1.51M | Sell |
16,930
-75
| -0.4% | -$6.23K | 1.1% | 34 |
|
|
2014
Q3 | $1.38M | Sell |
17,005
-65
| -0.4% | -$5.21K | 1.04% | 36 |
|
|
2014
Q2 | $1.38M | Buy |
17,070
+25
| +0.1% | +$2.01K | 1% | 37 |
|
|
2014
Q1 | $1.36M | Buy |
17,045
+290
| +2% | +$23.8K | 1% | 38 |
|
|
2013
Q4 | $1.38M | Sell |
16,755
-80
| -0.5% | -$6.05K | 1.02% | 36 |
|
|
2013
Q3 | $1.24M | Buy |
16,835
+12,005
| +249% | +$889K | 0.97% | 37 |
|
|
2013
Q2 | $348K | Buy |
+4,830
| New | +$384K | 0.29% | 74 |
|
Other funds holding ACN
