Accel Wealth Management’s StoneCo STNE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
32,230
-500
| -2% | -$8.02K | 0.17% | 132 |
|
|
2025
Q1 | $343K | Sell |
32,730
-300
| -0.9% | -$3.14K | 0.12% | 172 |
|
|
2024
Q4 | $263K | Sell |
33,030
-570
| -2% | -$4.54K | 0.1% | 200 |
|
|
2024
Q3 | $378K | Hold |
33,600
| – | – | 0.14% | 160 |
|
|
2024
Q2 | $403K | Buy |
33,600
+65
| +0.2% | +$779 | 0.16% | 134 |
|
|
2024
Q1 | $557K | Buy |
33,535
+4,850
| +17% | +$80.6K | 0.24% | 105 |
|
|
2023
Q4 | $517K | Buy |
+28,685
| New | +$517K | 0.26% | 98 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$9.54K | – | 770 |
|
|
2023
Q1 | $9.54K | Hold |
1,000
| – | – | ﹤0.01% | 906 |
|
|
2022
Q4 | $9.44K | Hold |
1,000
| – | – | ﹤0.01% | 721 |
|
|
2022
Q3 | $12K | Hold |
1,000
| – | – | 0.01% | 702 |
|
|
2022
Q2 | $9K | Buy |
+1,000
| New | +$9K | 0.01% | 730 |
|