WR Wealth Planners’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $744K | Sell |
2,115
-211
| -9% | -$74.2K | 0.24% | 63 |
|
|
2024
Q3 | $822K | Buy |
2,326
+68
| +3% | +$24K | 0.23% | 68 |
|
|
2024
Q2 | $685K | Buy |
2,258
+60
| +3% | +$18.2K | 0.21% | 76 |
|
|
2024
Q1 | $762K | Buy |
2,198
+119
| +6% | +$41.2K | 0.24% | 60 |
|
|
2023
Q4 | $730K | Buy |
2,079
+186
| +10% | +$65.3K | 0.27% | 65 |
|
|
2023
Q3 | $581K | Buy |
1,893
+79
| +4% | +$24.3K | 0.22% | 71 |
|
|
2023
Q2 | $560K | Sell |
1,814
-14
| -0.8% | -$4.32K | 0.22% | 70 |
|
|
2023
Q1 | $522K | Buy |
1,828
+620
| +51% | +$177K | 0.23% | 72 |
|
|
2022
Q4 | $322K | Buy |
1,208
+247
| +26% | +$65.9K | 0.2% | 79 |
|
|
2022
Q3 | $247K | Buy |
961
+463
| +93% | +$119K | 0.17% | 94 |
|
|
2022
Q2 | $138K | Buy |
+498
| New | +$138K | 0.09% | 112 |
|