Carson Wealth (CWM LLC)’s Accolade, Inc. Common Stock ACCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,618
| Closed | -$172K | – | 5376 |
|
|
2025
Q1 | $172K | Buy |
24,618
+4,170
| +20% | +$29.1K | ﹤0.01% | 2031 |
|
|
2024
Q4 | $70K | Buy |
20,448
+11,461
| +128% | +$39.2K | ﹤0.01% | 2539 |
|
|
2024
Q3 | $35K | Buy |
8,987
+4,860
| +118% | +$18.9K | ﹤0.01% | 2976 |
|
|
2024
Q2 | $15K | Buy |
4,127
+983
| +31% | +$3.57K | ﹤0.01% | 3319 |
|
|
2024
Q1 | $33K | Buy |
3,144
+26
| +0.8% | +$273 | ﹤0.01% | 2585 |
|
|
2023
Q4 | $37K | Sell |
3,118
-78
| -2% | -$926 | ﹤0.01% | 2364 |
|
|
2023
Q3 | $34K | Hold |
3,196
| – | – | ﹤0.01% | 2328 |
|
|
2023
Q2 | $43K | Hold |
3,196
| – | – | ﹤0.01% | 2098 |
|
|
2023
Q1 | $46K | Sell |
3,196
-3
| -0.1% | -$43 | ﹤0.01% | 1924 |
|
|
2022
Q4 | $25K | Buy |
3,199
+3
| +0.1% | +$23 | ﹤0.01% | 2222 |
|
|
2022
Q3 | $36K | Hold |
3,196
| – | – | ﹤0.01% | 1838 |
|
|
2022
Q2 | $24K | Buy |
3,196
+3,150
| +6,848% | +$23.7K | ﹤0.01% | 2016 |
|
|
2022
Q1 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 3428 |
|