Carson Wealth (CWM LLC)’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 |
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|
2025
Q1 | $172K | Buy |
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|
2024
Q4 | $70K | Buy |
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|
2024
Q3 | $35K | Buy |
|
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|
2024
Q2 | $15K | Buy |
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|
2024
Q1 | $33K | Buy |
|
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|
2023
Q4 | $37K | Sell |
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|
2023
Q3 | $34K | Hold |
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|
2023
Q2 | $43K | Hold |
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|
2023
Q1 | $46K | Sell |
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|
2022
Q4 | $25K | Buy |
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|
2022
Q3 | $36K | Hold |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $1K | Buy |
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