Capital Advisors Ltd’s Accolade Inc ACCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,197
| Closed | -$8K | – | 1684 |
|
|
2025
Q1 | $8K | Hold |
1,197
| – | – | ﹤0.01% | 842 |
|
|
2024
Q4 | $4K | Hold |
1,197
| – | – | ﹤0.01% | 989 |
|
|
2024
Q3 | $5K | Hold |
1,197
| – | – | ﹤0.01% | 942 |
|
|
2024
Q2 | $4K | Hold |
1,197
| – | – | ﹤0.01% | 968 |
|
|
2024
Q1 | $13K | Hold |
1,197
| – | – | ﹤0.01% | 674 |
|
|
2023
Q4 | $14K | Sell |
1,197
-25
| -2% | -$214 | ﹤0.01% | 636 |
|
|
2023
Q3 | $13K | Hold |
1,222
| – | – | ﹤0.01% | 640 |
|
|
2023
Q2 | $16K | Hold |
1,222
| – | – | ﹤0.01% | 610 |
|
|
2023
Q1 | $18K | Hold |
1,222
| – | – | ﹤0.01% | 475 |
|
|
2022
Q4 | $10K | Buy |
1,222
+25
| +2% | +$239 | ﹤0.01% | 569 |
|
|
2022
Q3 | $14K | Hold |
1,197
| – | – | ﹤0.01% | 494 |
|
|
2022
Q2 | $9K | Sell |
1,197
-2
| -0.2% | -$17 | ﹤0.01% | 527 |
|
|
2022
Q1 | $21K | Buy |
1,199
+2
| +0.2% | +$37 | ﹤0.01% | 444 |
|
|
2021
Q4 | $32K | Hold |
1,197
| – | – | 0.01% | 396 |
|
|
2021
Q3 | $50K | Hold |
1,197
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $65K | Hold |
1,197
| – | – | 0.01% | 299 |
|
|
2021
Q1 | $54K | Buy |
+1,197
| New | +$57.6K | 0.01% | 290 |
|
Other funds holding ACCD
Capital Advisors Ltd's ACCD Position: Q2 2025 in Review
Capital Advisors Ltd sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 1,197 shares — an estimated $8K sold.
Capital Advisors Ltd first reported a position in ACCD in Q1 2021 and held it in 17 quarters. The position peaked at $65K in Q2 2021. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.
- Capital Advisors Ltd reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
- Capital Advisors Ltd sold 1,197 Accolade Inc shares in Q2 2025, an estimated $8K.
- Capital Advisors Ltd first reported a position in Accolade Inc in Q1 2021 and held it in 17 quarters.
- Capital Advisors Ltd's Accolade Inc position peaked at $65K in Q2 2021.
- 1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.
Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.