Accel Wealth Management’s Q2 Holdings QTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
2,435
-1,590
| -40% | -$149K | 0.08% | 230 |
|
|
2025
Q1 | $322K | Hold |
4,025
| – | – | 0.12% | 181 |
|
|
2024
Q4 | $405K | Hold |
4,025
| – | – | 0.15% | 149 |
|
|
2024
Q3 | $321K | Sell |
4,025
-160
| -4% | -$12.8K | 0.12% | 180 |
|
|
2024
Q2 | $252K | Hold |
4,185
| – | – | 0.1% | 189 |
|
|
2024
Q1 | $220K | Buy |
+4,185
| New | +$220K | 0.09% | 201 |
|
|
2023
Q2 | – | Sell |
-2,975
| Closed | -$73.2K | – | 687 |
|
|
2023
Q1 | $73.2K | Buy |
2,975
+975
| +49% | +$24K | 0.03% | 393 |
|
|
2022
Q4 | $53.7K | Buy |
+2,000
| New | +$53.7K | 0.03% | 347 |
|