Carson Wealth (CWM LLC)’s Accolade Inc ACCD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACCD Stock Details ACCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24,618	Closed	-$172K	–	5381
2025 Q1	$172K	Buy	24,618 +4,170	+20%	+$27.9K	﹤0.01%	2033
2024 Q4	$70K	Buy	20,448 +11,461	+128%	+$40.7K	﹤0.01%	2541
2024 Q3	$35K	Buy	8,987 +4,860	+118%	+$19K	﹤0.01%	2978
2024 Q2	$15K	Buy	4,127 +983	+31%	+$7.45K	﹤0.01%	3321
2024 Q1	$33K	Buy	3,144 +26	+0.8%	+$296	﹤0.01%	2587
2023 Q4	$37K	Sell	3,118 -78	-2%	-$668	﹤0.01%	2366
2023 Q3	$34K	Hold	3,196	–	–	﹤0.01%	2329
2023 Q2	$43K	Hold	3,196	–	–	﹤0.01%	2101
2023 Q1	$46K	Sell	3,196 -3	-0.1%	-$34	﹤0.01%	1926
2022 Q4	$25K	Buy	3,199 +3	+0.1%	+$29	﹤0.01%	2224
2022 Q3	$36K	Hold	3,196	–	–	﹤0.01%	1840
2022 Q2	$24K	Buy	3,196 +3,150	+6,848%	+$27.6K	﹤0.01%	2018
2022 Q1	$1K	Buy	+46	New	+$847	﹤0.01%	3447

Other funds holding ACCD

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACCD Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 24,618 shares — an estimated $172K sold.

Carson Wealth (CWM LLC) first reported a position in ACCD in Q1 2022 and held it in 13 quarters. The position peaked at $172K in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 24,618 Accolade Inc shares in Q2 2025, an estimated $172K.
Carson Wealth (CWM LLC) first reported a position in Accolade Inc in Q1 2022 and held it in 13 quarters.
Carson Wealth (CWM LLC)'s Accolade Inc position peaked at $172K in Q1 2025.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.