Caption Management’s Accolade, Inc. Common Stock ACCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-26,282
Closed -$89.9K 1183
2024
Q4
$89.9K Sell
26,282
-52,118
-66% -$178K ﹤0.01% 446
2024
Q3
$302K Buy
78,400
+75,000
+2,206% +$289K ﹤0.01% 280
2024
Q2
$12.2K Sell
3,400
-11,800
-78% -$42.2K ﹤0.01% 374
2024
Q1
$159K Sell
15,200
-5,294
-26% -$55.5K ﹤0.01% 286
2023
Q4
$246K Buy
20,494
+7,494
+58% +$90K ﹤0.01% 286
2023
Q3
$138K Hold
13,000
﹤0.01% 323
2023
Q2
$175K Buy
13,000
+12,000
+1,200% +$162K ﹤0.01% 253
2023
Q1
$14.4K Buy
+1,000
New +$14.4K ﹤0.01% 313
2022
Q4
Sell
-10,000
Closed -$114K 927
2022
Q3
$114K Hold
10,000
﹤0.01% 395
2022
Q2
$74K Buy
10,000
+6,000
+150% +$44.4K ﹤0.01% 416
2022
Q1
$70K Buy
+4,000
New +$70K ﹤0.01% 459