Windsor Wealth Management’s Accenture ACN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $402K | Hold |
1,309
| – | – | 0.07% | 107 |
|
|
2023
Q2 | $404K | Sell |
1,309
-11
| -0.8% | -$3.4K | 0.07% | 109 |
|
|
2023
Q1 | $372K | Hold |
1,320
| – | – | 0.07% | 110 |
|
|
2022
Q4 | $355K | Buy |
1,320
+15
| +1% | +$4.03K | 0.07% | 111 |
|
|
2022
Q3 | $339K | Sell |
1,305
-39
| -3% | -$10.1K | 0.08% | 106 |
|
|
2022
Q2 | $371K | Sell |
1,344
-4,561
| -77% | -$1.26M | 0.09% | 105 |
|
|
2022
Q1 | $2M | Sell |
5,905
-1,646
| -22% | -$558K | 0.37% | 48 |
|
|
2021
Q4 | $3.05M | Buy |
7,551
+282
| +4% | +$114K | 0.56% | 39 |
|
|
2021
Q3 | $2.36M | Buy |
7,269
+44
| +0.6% | +$14.3K | 0.49% | 37 |
|
|
2021
Q2 | $2.13M | Sell |
7,225
-139
| -2% | -$41K | 0.46% | 43 |
|
|
2021
Q1 | $2.03M | Buy |
7,364
+161
| +2% | +$44.5K | 0.48% | 41 |
|
|
2020
Q4 | $1.88M | Sell |
7,203
-363
| -5% | -$94.8K | 0.48% | 45 |
|
|
2020
Q3 | $1.66M | Buy |
7,566
+102
| +1% | +$22.4K | 0.48% | 44 |
|
|
2020
Q2 | $1.6M | Buy |
7,464
+305
| +4% | +$65.5K | 0.51% | 45 |
|
|
2020
Q1 | $1.17M | Sell |
7,159
-27
| -0.4% | -$4.41K | 0.47% | 49 |
|
|
2019
Q4 | $1.51M | Buy |
7,186
+369
| +5% | +$77.7K | 0.56% | 43 |
|
|
2019
Q3 | $1.26M | Sell |
6,817
-594
| -8% | -$110K | 0.55% | 44 |
|
|
2019
Q2 | $1.39M | Buy |
7,411
+310
| +4% | +$57.9K | 0.61% | 44 |
|
|
2019
Q1 | $1.25M | Buy |
7,101
+229
| +3% | +$40.3K | 0.7% | 31 |
|
|
2018
Q4 | $969K | Buy |
6,872
+751
| +12% | +$106K | 0.66% | 40 |
|
|
2018
Q3 | $1.04M | Buy |
6,121
+307
| +5% | +$52.3K | 0.68% | 34 |
|
|
2018
Q2 | $951K | Buy |
5,814
+426
| +8% | +$69.7K | 0.74% | 30 |
|
|
2018
Q1 | $827K | Buy |
5,388
+523
| +11% | +$80.3K | 0.7% | 29 |
|
|
2017
Q4 | $745K | Buy |
+4,865
| New | +$745K | 0.64% | 37 |
|