Cerity Partners’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
Q2 | – | Sell |
-31,179
| Closed | -$218K | – | 2777 |
|
|
2025
Q1 | $218K | Sell |
31,179
-28,194
| -47% | -$197K | ﹤0.01% | 2169 |
|
|
2024
Q4 | $203K | Buy |
59,373
+5,987
| +11% | +$20.5K | ﹤0.01% | 2235 |
|
|
2024
Q3 | $206K | Buy |
53,386
+7,351
| +16% | +$28.3K | ﹤0.01% | 2308 |
|
|
2024
Q2 | $165K | Buy |
46,035
+1,593
| +4% | +$5.7K | ﹤0.01% | 2055 |
|
|
2024
Q1 | $466K | Buy |
44,442
+385
| +0.9% | +$4.04K | ﹤0.01% | 1628 |
|
|
2023
Q4 | $529K | Hold |
44,057
| – | – | ﹤0.01% | 1245 |
|
|
2023
Q3 | $466K | Buy |
+44,057
| New | +$466K | ﹤0.01% | 997 |
|