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 |
|