Carson Wealth (CWM LLC)’s Acco Brands ACCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
30,714
+8,470
| +38% | +$30.3K | ﹤0.01% | 2617 |
|
|
2025
Q1 | $93K | Sell |
22,244
-4,956
| -18% | -$20.7K | ﹤0.01% | 2478 |
|
|
2024
Q4 | $143K | Buy |
27,200
+1,347
| +5% | +$7.08K | ﹤0.01% | 2048 |
|
|
2024
Q3 | $141K | Buy |
25,853
+6,789
| +36% | +$37K | ﹤0.01% | 1967 |
|
|
2024
Q2 | $90K | Buy |
19,064
+15,425
| +424% | +$72.8K | ﹤0.01% | 2029 |
|
|
2024
Q1 | $20K | Buy |
3,639
+43
| +1% | +$236 | ﹤0.01% | 2891 |
|
|
2023
Q4 | $22K | Buy |
3,596
+61
| +2% | +$373 | ﹤0.01% | 2709 |
|
|
2023
Q3 | $20K | Hold |
3,535
| – | – | ﹤0.01% | 2671 |
|
|
2023
Q2 | $18K | Sell |
3,535
-290
| -8% | -$1.48K | ﹤0.01% | 2699 |
|
|
2023
Q1 | $20K | Hold |
3,825
| – | – | ﹤0.01% | 2490 |
|
|
2022
Q4 | $21K | Buy |
3,825
+3,124
| +446% | +$17.2K | ﹤0.01% | 2315 |
|
|
2022
Q3 | $3K | Buy |
701
+99
| +16% | +$424 | ﹤0.01% | 3252 |
|
|
2022
Q2 | $4K | Sell |
602
-92
| -13% | -$611 | ﹤0.01% | 3037 |
|
|
2022
Q1 | $6K | Buy |
694
+92
| +15% | +$795 | ﹤0.01% | 2714 |
|
|
2021
Q4 | $5K | Buy |
+602
| New | +$5K | ﹤0.01% | 2680 |
|
|
2021
Q2 | $5K | Hold |
602
| – | – | ﹤0.01% | 2322 |
|
|
2021
Q1 | $5K | Hold |
602
| – | – | ﹤0.01% | 2322 |
|
|
2020
Q4 | $5K | Hold |
602
| – | – | ﹤0.01% | 2322 |
|
|
2020
Q3 | $5K | Hold |
602
| – | – | ﹤0.01% | 2322 |
|
|
2020
Q2 | $5K | Hold |
602
| – | – | ﹤0.01% | 2322 |
|
|
2020
Q1 | $5K | Hold |
602
| – | – | ﹤0.01% | 2322 |
|
|
2019
Q4 | $5K | Hold |
602
| – | – | ﹤0.01% | 2322 |
|
|
2019
Q3 | $5K | Hold |
602
| – | – | ﹤0.01% | 2322 |
|
|
2019
Q2 | $5K | Hold |
602
| – | – | ﹤0.01% | 2322 |
|
|
2019
Q1 | $5K | Buy |
602
+540
| +871% | +$4.49K | ﹤0.01% | 2322 |
|
|
2018
Q4 | $0 | Hold |
62
| – | – | ﹤0.01% | 2066 |
|
|
2018
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 1594 |
|
|
2018
Q2 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 1457 |
|