A detailed history of Capital Planning Advisors, LLC transactions in Accenture PLC stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 9,715 shares of ACN stock, worth $3.56 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
9,715
Previous 9,971 2.57%
Holding current value
$3.56 Million
Previous $3.03 Million 13.52%
% of portfolio
0.54%
Previous 0.53%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$295.44 - $355.81 $75,632 - $91,087
-256 Reduced 2.57%
9,715 $3.43 Million
Q2 2024

Aug 12, 2024

BUY
$281.76 - $339.17 $105,941 - $127,527
376 Added 3.92%
9,971 $3.03 Million
Q1 2024

May 15, 2024

BUY
$333.82 - $386.91 $72,438 - $83,959
217 Added 2.31%
9,595 $3.33 Million
Q4 2023

Feb 12, 2024

SELL
$290.04 - $354.45 $113,985 - $139,298
-393 Reduced 4.02%
9,378 $3.29 Million
Q3 2023

Oct 30, 2023

SELL
$300.77 - $328.2 $14,737 - $16,081
-49 Reduced 0.5%
9,771 $3 Million
Q2 2023

Aug 01, 2023

BUY
$263.48 - $323.77 $296,678 - $364,565
1,126 Added 12.95%
9,820 $3.03 Million
Q1 2023

May 15, 2023

SELL
$246.17 - $294.1 $16,247 - $19,410
-66 Reduced 0.75%
8,694 $2.48 Million
Q4 2022

Feb 09, 2023

SELL
$252.72 - $302.91 $99,824 - $119,649
-395 Reduced 4.31%
8,760 $2.34 Million
Q3 2022

Nov 14, 2022

BUY
$256.34 - $320.78 $2,819 - $3,528
11 Added 0.12%
9,155 $2.36 Million
Q2 2022

Aug 10, 2022

BUY
$270.9 - $344.47 $41,176 - $52,359
152 Added 1.69%
9,144 $2.54 Million
Q1 2022

May 10, 2022

BUY
$301.62 - $407.21 $121,251 - $163,698
402 Added 4.68%
8,992 $3.03 Million
Q4 2021

Feb 14, 2022

BUY
$319.49 - $415.42 $15,655 - $20,355
49 Added 0.57%
8,590 $3.56 Million
Q3 2021

Nov 09, 2021

BUY
$300.0 - $344.43 $21,300 - $24,454
71 Added 0.84%
8,541 $2.73 Million
Q2 2021

Aug 13, 2021

SELL
$278.34 - $296.43 $113,841 - $121,239
-409 Reduced 4.61%
8,470 $2.5 Million
Q1 2021

Apr 30, 2021

BUY
$241.92 - $280.77 $395,055 - $458,497
1,633 Added 22.54%
8,879 $2.45 Million
Q4 2020

Feb 04, 2021

SELL
$213.94 - $266.25 $23,319 - $29,021
-109 Reduced 1.48%
7,246 $1.89 Million
Q3 2020

Nov 12, 2020

SELL
$214.42 - $247.18 $5,360 - $6,179
-25 Reduced 0.34%
7,355 $1.66 Million
Q2 2020

Aug 06, 2020

BUY
$152.15 - $217.32 $70,445 - $100,619
463 Added 6.69%
7,380 $1.59 Million
Q1 2020

May 11, 2020

BUY
$143.69 - $215.92 $15,949 - $23,967
111 Added 1.63%
6,917 $1.13 Million
Q4 2019

Feb 03, 2020

BUY
$182.2 - $212.22 $71,240 - $82,978
391 Added 6.1%
6,806 $1.43 Million
Q3 2019

Nov 05, 2019

SELL
$185.55 - $201.12 $110,031 - $119,264
-593 Reduced 8.46%
6,415 $1.23 Million
Q2 2019

Aug 09, 2019

SELL
$171.02 - $186.52 $7,353 - $8,020
-43 Reduced 0.61%
7,008 $1.3 Million
Q1 2019

May 14, 2019

BUY
$135.79 - $176.02 $37,613 - $48,757
277 Added 4.09%
7,051 $1.24 Million
Q4 2018

Feb 13, 2019

SELL
$133.67 - $174.14 $6,950 - $9,055
-52 Reduced 0.76%
6,774 $955,000
Q3 2018

Nov 14, 2018

BUY
$159.33 - $174.19 $241,544 - $264,072
1,516 Added 28.55%
6,826 $1.16 Million
Q2 2018

Aug 08, 2018

BUY
$147.38 - $164.5 $205,005 - $228,819
1,391 Added 35.49%
5,310 $869,000
Q1 2018

May 15, 2018

SELL
$147.35 - $164.74 $9,283 - $10,378
-63 Reduced 1.58%
3,919 $602,000
Q4 2017

Feb 08, 2018

BUY
$134.25 - $154.2 $237,756 - $273,088
1,771 Added 80.1%
3,982 $610,000
Q3 2017

Nov 09, 2017

BUY
$127.44 - $138.16 $281,769 - $305,471
2,211
2,211 $299,000

Others Institutions Holding ACN

About Accenture plc


  • Ticker ACN
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 630,080,000
  • Market Cap $231B
  • Description
  • Accenture plc, a professional services company, provides strategy and consulting, interactive, and technology and operations services worldwide. The company offers application services, including agile transformation, DevOps, application modernization, enterprise architecture, software and quality engineering, data management, intelligent automa...
More about ACN
Track This Portfolio

Track Capital Planning Advisors, LLC Portfolio

Follow Capital Planning Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning Advisors, LLC with notifications on news.