Charles Schwab’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 |
-600,382
| Closed | -$4.19M | – | 3621 |
|
|
2025
Q1 | $4.19M | Sell |
600,382
-11,349
| -2% | -$79.2K | ﹤0.01% | 2340 |
|
|
2024
Q4 | $2.09M | Buy |
611,731
+42,530
| +7% | +$145K | ﹤0.01% | 2663 |
|
|
2024
Q3 | $2.19M | Buy |
569,201
+26,155
| +5% | +$101K | ﹤0.01% | 2681 |
|
|
2024
Q2 | $1.94M | Sell |
543,046
-24,332
| -4% | -$87.1K | ﹤0.01% | 2707 |
|
|
2024
Q1 | $5.95M | Buy |
567,378
+11,396
| +2% | +$119K | ﹤0.01% | 2220 |
|
|
2023
Q4 | $6.68M | Buy |
555,982
+34,559
| +7% | +$415K | ﹤0.01% | 2188 |
|
|
2023
Q3 | $5.52M | Buy |
521,423
+41,043
| +9% | +$434K | ﹤0.01% | 2206 |
|
|
2023
Q2 | $6.47M | Buy |
480,380
+3,947
| +0.8% | +$53.2K | ﹤0.01% | 2120 |
|
|
2023
Q1 | $6.85M | Sell |
476,433
-109
| -0% | -$1.57K | ﹤0.01% | 2057 |
|
|
2022
Q4 | $3.71M | Buy |
476,542
+24,321
| +5% | +$189K | ﹤0.01% | 2355 |
|
|
2022
Q3 | $5.17M | Buy |
452,221
+40,369
| +10% | +$461K | ﹤0.01% | 2202 |
|
|
2022
Q2 | $3.05M | Buy |
411,852
+5,080
| +1% | +$37.6K | ﹤0.01% | 2406 |
|
|
2022
Q1 | $7.14M | Buy |
406,772
+10,627
| +3% | +$187K | ﹤0.01% | 2108 |
|
|
2021
Q4 | $10.4M | Buy |
396,145
+11,934
| +3% | +$315K | ﹤0.01% | 1975 |
|
|
2021
Q3 | $16.2M | Buy |
384,211
+199,456
| +108% | +$8.41M | 0.01% | 1736 |
|
|
2021
Q2 | $10M | Buy |
184,755
+45,038
| +32% | +$2.45M | ﹤0.01% | 1999 |
|
|
2021
Q1 | $6.34M | Buy |
139,717
+24,300
| +21% | +$1.1M | ﹤0.01% | 2181 |
|
|
2020
Q4 | $5.02M | Buy |
115,417
+33,280
| +41% | +$1.45M | ﹤0.01% | 2214 |
|
|
2020
Q3 | $3.19M | Buy |
+82,137
| New | +$3.19M | ﹤0.01% | 2305 |
|