Clarius Group LLC’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 |
-10,585
| Closed | -$73.9K | – | 518 |
|
2025
Q1 | $73.9K | Hold |
10,585
| – | – | ﹤0.01% | 475 |
|
2024
Q4 | $36.2K | Hold |
10,585
| – | – | ﹤0.01% | 450 |
|
2024
Q3 | $40.8K | Hold |
10,585
| – | – | ﹤0.01% | 451 |
|
2024
Q2 | $37.9K | Hold |
10,585
| – | – | ﹤0.01% | 444 |
|
2024
Q1 | $111K | Sell |
10,585
-12,000
| -53% | -$126K | 0.01% | 472 |
|
2023
Q4 | $271K | Hold |
22,585
| – | – | 0.02% | 381 |
|
2023
Q3 | $239K | Hold |
22,585
| – | – | 0.02% | 392 |
|
2023
Q2 | $304K | Hold |
22,585
| – | – | 0.02% | 386 |
|
2023
Q1 | $325K | Hold |
22,585
| – | – | 0.03% | 367 |
|
2022
Q4 | $176K | Buy |
22,585
+12,000
| +113% | +$93.5K | 0.02% | 489 |
|
2022
Q3 | $121K | Hold |
10,585
| – | – | 0.01% | 471 |
|
2022
Q2 | $78K | Hold |
10,585
| – | – | 0.01% | 461 |
|
2022
Q1 | $279K | Hold |
10,585
| – | – | 0.02% | 381 |
|
2021
Q4 | $279K | Buy |
+10,585
| New | +$279K | 0.02% | 381 |
|