YHB Investment Advisors’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Sell |
2,356
-7,191
| -75% | -$2.15M | 0.05% | 189 |
|
|
2025
Q1 | $2.98M | Buy |
9,547
+184
| +2% | +$57.4K | 0.25% | 92 |
|
|
2024
Q4 | $3.29M | Buy |
9,363
+863
| +10% | +$304K | 0.27% | 86 |
|
|
2024
Q3 | $3M | Buy |
8,500
+765
| +10% | +$270K | 0.25% | 93 |
|
|
2024
Q2 | $2.35M | Buy |
7,735
+1,667
| +27% | +$506K | 0.2% | 103 |
|
|
2024
Q1 | $2.1M | Buy |
6,068
+5,114
| +536% | +$1.77M | 0.19% | 112 |
|
|
2023
Q4 | $335K | Hold |
954
| – | – | 0.03% | 219 |
|
|
2023
Q3 | $293K | Hold |
954
| – | – | 0.03% | 227 |
|
|
2023
Q2 | $294K | Buy |
954
+25
| +3% | +$7.71K | 0.03% | 228 |
|
|
2023
Q1 | $266K | Hold |
929
| – | – | 0.03% | 241 |
|
|
2022
Q4 | $248K | Hold |
929
| – | – | 0.03% | 252 |
|
|
2022
Q3 | $239K | Hold |
929
| – | – | 0.03% | 247 |
|
|
2022
Q2 | $258K | Hold |
929
| – | – | 0.03% | 239 |
|
|
2022
Q1 | $313K | Hold |
929
| – | – | 0.03% | 235 |
|
|
2021
Q4 | $385K | Buy |
929
+10
| +1% | +$4.14K | 0.03% | 230 |
|
|
2021
Q3 | $294K | Buy |
919
+22
| +2% | +$7.04K | 0.03% | 250 |
|
|
2021
Q2 | $264K | Hold |
897
| – | – | 0.02% | 265 |
|
|
2021
Q1 | $257K | Hold |
897
| – | – | 0.02% | 264 |
|
|
2020
Q4 | $234K | Buy |
+897
| New | +$234K | 0.02% | 261 |
|
|
2020
Q3 | – | Sell |
-1,090
| Closed | -$234K | – | 262 |
|
|
2020
Q2 | $234K | Buy |
+1,090
| New | +$234K | 0.03% | 165 |
|
|
2020
Q1 | – | Sell |
-1,118
| Closed | -$235K | – | 167 |
|
|
2019
Q4 | $235K | Buy |
1,118
+12
| +1% | +$2.52K | 0.03% | 173 |
|
|
2019
Q3 | $213K | Hold |
1,106
| – | – | 0.03% | 184 |
|
|
2019
Q2 | $204K | Buy |
+1,106
| New | +$204K | 0.03% | 181 |
|