A detailed history of Circle Wealth Management, LLC transactions in Accenture PLC stock. As of the latest transaction made, Circle Wealth Management, LLC holds 2,032 shares of ACN stock, worth $726,033. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,032
Previous 2,058 1.26%
Holding current value
$726,033
Previous $624,000 15.06%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$295.44 - $355.81 $7,681 - $9,251
-26 Reduced 1.26%
2,032 $718,000
Q2 2024

Aug 13, 2024

SELL
$281.76 - $339.17 $107,350 - $129,223
-381 Reduced 15.62%
2,058 $624,000
Q1 2024

May 14, 2024

BUY
$333.82 - $386.91 $107,156 - $124,198
321 Added 15.16%
2,439 $845,000
Q4 2023

Feb 14, 2024

SELL
$290.04 - $354.45 $9,571 - $11,696
-33 Reduced 1.53%
2,118 $743,000
Q3 2023

Nov 14, 2023

BUY
$300.77 - $328.2 $9,925 - $10,830
33 Added 1.56%
2,151 $660,000
Q2 2023

Aug 11, 2023

SELL
$263.48 - $323.77 $108,026 - $132,745
-410 Reduced 16.22%
2,118 $653,000
Q1 2023

May 09, 2023

BUY
$246.17 - $294.1 $3,200 - $3,823
13 Added 0.52%
2,528 $722,000
Q4 2022

Feb 13, 2023

BUY
$252.72 - $302.91 $13,646 - $16,357
54 Added 2.19%
2,515 $670,000
Q3 2022

Nov 14, 2022

SELL
$256.34 - $320.78 $16,918 - $21,171
-66 Reduced 2.61%
2,461 $633,000
Q2 2022

Aug 12, 2022

SELL
$270.9 - $344.47 $188,275 - $239,406
-695 Reduced 21.57%
2,527 $702,000
Q1 2022

May 16, 2022

SELL
$301.62 - $407.21 $603 - $814
-2 Reduced 0.06%
3,222 $1.09 Million
Q4 2021

Feb 14, 2022

SELL
$319.49 - $415.42 $42,811 - $55,666
-134 Reduced 3.99%
3,224 $1.34 Million
Q3 2021

Nov 12, 2021

SELL
$300.0 - $344.43 $352,500 - $404,705
-1,175 Reduced 25.92%
3,358 $1.07 Million
Q2 2021

Aug 16, 2021

SELL
$278.34 - $296.43 $183,704 - $195,643
-660 Reduced 12.71%
4,533 $1.34 Million
Q1 2021

May 17, 2021

BUY
$241.92 - $280.77 $120,718 - $140,104
499 Added 10.63%
5,193 $1.44 Million
Q4 2020

Feb 18, 2021

BUY
$213.94 - $266.25 $534,850 - $665,625
2,500 Added 113.95%
4,694 $1.23 Million
Q2 2020

Aug 14, 2020

SELL
$152.15 - $217.32 $152,150 - $217,320
-1,000 Reduced 31.31%
2,194 $471,000
Q1 2020

May 15, 2020

BUY
$143.69 - $215.92 $178,606 - $268,388
1,243 Added 63.71%
3,194 $521,000
Q4 2019

Feb 24, 2020

SELL
$182.2 - $212.22 $13,482 - $15,704
-74 Reduced 3.65%
1,951 $411,000
Q2 2019

Aug 14, 2019

BUY
$171.02 - $186.52 $71,657 - $78,151
419 Added 26.09%
2,025 $374,000
Q1 2018

May 15, 2018

SELL
$147.35 - $164.74 $2,062 - $2,306
-14 Reduced 0.86%
1,606 $247,000
Q3 2017

Nov 14, 2017

BUY
$127.44 - $138.16 $206,452 - $223,819
1,620
1,620 $219,000

Others Institutions Holding ACN

About Accenture plc


  • Ticker ACN
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 630,080,000
  • Market Cap $225B
  • 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 Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, 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 Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.