Willow Creek Wealth Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
1,016
-3
| -0.3% | -$897 | 0.03% | 140 |
|
|
2025
Q1 | $318K | Buy |
1,019
+2
| +0.2% | +$624 | 0.03% | 119 |
|
|
2024
Q4 | $358K | Sell |
1,017
-2
| -0.2% | -$704 | 0.04% | 113 |
|
|
2024
Q3 | $360K | Buy |
1,019
+22
| +2% | +$7.78K | 0.04% | 115 |
|
|
2024
Q2 | $303K | Sell |
997
-23
| -2% | -$6.98K | 0.03% | 122 |
|
|
2024
Q1 | $354K | Buy |
1,020
+26
| +3% | +$9.01K | 0.04% | 110 |
|
|
2023
Q4 | $349K | Sell |
994
-1
| -0.1% | -$351 | 0.04% | 102 |
|
|
2023
Q3 | $306K | Sell |
995
-3
| -0.3% | -$921 | 0.05% | 103 |
|
|
2023
Q2 | $308K | Sell |
998
-196
| -16% | -$60.5K | 0.04% | 114 |
|
|
2023
Q1 | $341K | Hold |
1,194
| – | – | 0.05% | 93 |
|
|
2022
Q4 | $319K | Hold |
1,194
| – | – | 0.05% | 96 |
|
|
2022
Q3 | $307K | Hold |
1,194
| – | – | 0.06% | 87 |
|
|
2022
Q2 | $332K | Hold |
1,194
| – | – | 0.06% | 86 |
|
|
2022
Q1 | $403K | Hold |
1,194
| – | – | 0.08% | 70 |
|
|
2021
Q4 | $495K | Hold |
1,194
| – | – | 0.1% | 63 |
|
|
2021
Q3 | $382K | Hold |
1,194
| – | – | 0.08% | 67 |
|
|
2021
Q2 | $352K | Hold |
1,194
| – | – | 0.08% | 74 |
|
|
2021
Q1 | $330K | Hold |
1,194
| – | – | 0.12% | 60 |
|
|
2020
Q4 | $312K | Hold |
1,194
| – | – | 0.12% | 63 |
|
|
2020
Q3 | $270K | Buy |
1,194
+80
| +7% | +$18.1K | 0.11% | 64 |
|
|
2020
Q2 | $239K | Buy |
+1,114
| New | +$239K | 0.11% | 65 |
|
|
2020
Q1 | – | Sell |
-1,119
| Closed | -$236K | – | 66 |
|
|
2019
Q4 | $236K | Hold |
1,119
| – | – | 0.11% | 72 |
|
|
2019
Q3 | $215K | Hold |
1,119
| – | – | 0.1% | 79 |
|
|
2019
Q2 | $207K | Buy |
+1,119
| New | +$207K | 0.1% | 80 |
|