Westshore Wealth’s Accenture ACN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$236K Sell
791
-24
-3% -$7.17K 0.09% 80
2025
Q1
$254K Hold
815
0.11% 77
2024
Q4
$287K Hold
815
0.12% 72
2024
Q3
$288K Sell
815
-16
-2% -$5.66K 0.12% 66
2024
Q2
$252K Buy
831
+118
+17% +$35.8K 0.1% 77
2024
Q1
$247K Hold
713
0.1% 82
2023
Q4
$250K Sell
713
-8
-1% -$2.81K 0.12% 72
2023
Q3
$221K Buy
721
+8
+1% +$2.46K 0.12% 79
2023
Q2
$220K Sell
713
-8
-1% -$2.47K 0.11% 100
2023
Q1
$206K Buy
+721
New +$206K 0.11% 105
2022
Q2
Sell
-618
Closed -$208K 95
2022
Q1
$208K Buy
618
+136
+28% +$45.8K 0.14% 90
2021
Q4
$200K Buy
+482
New +$200K 0.14% 87
2021
Q3
Sell
-787
Closed -$232K 80
2021
Q2
$232K Hold
787
0.12% 123
2021
Q1
$217K Buy
+787
New +$217K 0.12% 128