Allworth Financial’s Acco Brands ACCO Stock Holding History

Allworth Financial’s Portfolio ACCO Stock Details ACCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.88K	Buy	2,759 +2,244	+436%	+$8.03K	﹤0.01%	2887
2025 Q1	$2K	Hold	515	–	–	﹤0.01%	3210
2024 Q4	$2.7K	Hold	515	–	–	﹤0.01%	3038
2024 Q3	$2.82K	Hold	515	–	–	﹤0.01%	2816
2024 Q2	$2.47K	Hold	515	–	–	﹤0.01%	2830
2024 Q1	$2.89K	Sell	515 -34	-6%	-$191	﹤0.01%	2659
2023 Q4	$3.34K	Buy	549 +1	+0.2%	+$6	﹤0.01%	2448
2023 Q3	$3.15K	Hold	548	–	–	﹤0.01%	2332
2023 Q2	$2.86K	Buy	548 +1	+0.2%	+$5	﹤0.01%	2342
2023 Q1	$2.91K	Buy	+547	New	+$2.91K	﹤0.01%	2247
2022 Q4	–	Sell	-32	Closed	–	–	2983
2022 Q3	$0	Hold	32	–	–	﹤0.01%	2610
2022 Q2	$0	Buy	32 +1	+3%	–	﹤0.01%	2344
2022 Q1	$0	Hold	31	–	–	﹤0.01%	2076
2021 Q4	$0	Hold	31	–	–	﹤0.01%	1899
2021 Q3	$0	Buy	31 +1	+3%	–	﹤0.01%	1840
2021 Q2	$0	Hold	30	–	–	﹤0.01%	1530
2021 Q1	$0	Hold	30	–	–	﹤0.01%	1470
2020 Q4	$0	Hold	30	–	–	﹤0.01%	1325
2020 Q3	$0	Buy	30 +1	+3%	–	﹤0.01%	1152
2020 Q2	$0	Sell	29 -159	-85%	–	﹤0.01%	1156
2020 Q1	$1K	Hold	188	–	–	﹤0.01%	1110
2019 Q4	$2K	Buy	188 +159	+548%	+$1.69K	﹤0.01%	883
2019 Q3	$0	Buy	29 +1	+4%	–	﹤0.01%	937
2019 Q2	$0	Hold	28	–	–	﹤0.01%	933
2019 Q1	$0	Buy	+28	New	–	﹤0.01%	953
2018 Q2	–	Sell	-82	Closed	-$1K	–	928
2018 Q1	$1K	Hold	82	–	–	﹤0.01%	745
2017 Q4	$1K	Hold	82	–	–	﹤0.01%	678
2017 Q3	$1K	Hold	82	–	–	﹤0.01%	688
2017 Q2	$1K	Hold	82	–	–	﹤0.01%	686
2017 Q1	$1K	Hold	82	–	–	﹤0.01%	683
2016 Q4	$1K	Hold	82	–	–	﹤0.01%	612
2016 Q3	$1K	Hold	82	–	–	﹤0.01%	623
2016 Q2	$1K	Hold	82	–	–	﹤0.01%	577
2016 Q1	$1K	Hold	82	–	–	﹤0.01%	557
2015 Q4	$1K	Hold	82	–	–	﹤0.01%	563
2015 Q3	$1K	Hold	82	–	–	﹤0.01%	562
2015 Q2	$1K	Hold	82	–	–	﹤0.01%	555
2015 Q1	$1K	Buy	+82	New	+$1K	﹤0.01%	556