Corient Private Wealth’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
Q1 | – | Sell |
-30,319
| Closed | -$104K | – | 2466 |
|
|
2024
Q4 | $104K | Hold |
30,319
| – | – | ﹤0.01% | 2215 |
|
|
2024
Q3 | $117K | Sell |
30,319
-7,427
| -20% | -$28.6K | ﹤0.01% | 2280 |
|
|
2024
Q2 | $135K | Hold |
37,746
| – | – | ﹤0.01% | 2171 |
|
|
2024
Q1 | $396K | Sell |
37,746
-25,356
| -40% | -$266K | ﹤0.01% | 1745 |
|
|
2023
Q4 | $758K | Buy |
63,102
+50
| +0.1% | +$601 | ﹤0.01% | 1404 |
|
|
2023
Q3 | $667K | Hold |
63,052
| – | – | ﹤0.01% | 1338 |
|
|
2023
Q2 | $849K | Buy |
63,052
+29,773
| +89% | +$401K | ﹤0.01% | 1211 |
|
|
2023
Q1 | $479K | Buy |
33,279
+7,377
| +28% | +$106K | ﹤0.01% | 1392 |
|
|
2022
Q4 | $202K | Buy |
+25,902
| New | +$202K | ﹤0.01% | 1485 |
|