Creative Planning’s Acco Brands ACCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
54,421
+18,924
| +53% | +$67.7K | ﹤0.01% | 3222 |
|
|
2025
Q1 | $149K | Buy |
35,497
+34,885
| +5,700% | +$146K | ﹤0.01% | 3148 |
|
|
2024
Q4 | $3.21K | Buy |
+612
| New | +$3.21K | ﹤0.01% | 3412 |
|
|
2023
Q4 | – | Sell |
-382
| Closed | -$2.17K | – | 2718 |
|
|
2023
Q3 | $2.17K | Buy |
+382
| New | +$2.17K | ﹤0.01% | 2740 |
|
|
2023
Q2 | – | Sell |
-14
| Closed | -$75 | – | 2532 |
|
|
2023
Q1 | $75 | Buy |
+14
| New | +$75 | ﹤0.01% | 2538 |
|
|
2017
Q3 | – | Sell |
-610
| Closed | -$7K | – | 1865 |
|
|
2017
Q2 | $7K | Hold |
610
| – | – | ﹤0.01% | 3751 |
|
|
2017
Q1 | $8K | Sell |
610
-3,866
| -86% | -$50.7K | ﹤0.01% | 3655 |
|
|
2016
Q4 | $58K | Buy |
4,476
+17
| +0.4% | +$220 | ﹤0.01% | 2252 |
|
|
2016
Q3 | $43K | Buy |
4,459
+125
| +3% | +$1.21K | ﹤0.01% | 2456 |
|
|
2016
Q2 | $45K | Buy |
4,334
+3,788
| +694% | +$39.3K | ﹤0.01% | 2180 |
|
|
2016
Q1 | $5K | Sell |
546
-206
| -27% | -$1.89K | ﹤0.01% | 3502 |
|
|
2015
Q4 | $5K | Sell |
752
-18
| -2% | -$120 | ﹤0.01% | 3583 |
|
|
2015
Q3 | $5K | Buy |
+770
| New | +$5K | ﹤0.01% | 3530 |
|
|
2015
Q2 | – | Sell |
-3,670
| Closed | -$30K | – | 1076 |
|
|
2015
Q1 | $30K | Hold |
3,670
| – | – | ﹤0.01% | 2373 |
|
|
2014
Q4 | $33K | Buy |
3,670
+23
| +0.6% | +$207 | ﹤0.01% | 2253 |
|
|
2014
Q3 | $25K | Sell |
3,647
-100
| -3% | -$685 | ﹤0.01% | 2356 |
|
|
2014
Q2 | $24K | Buy |
3,747
+2,990
| +395% | +$19.2K | ﹤0.01% | 2343 |
|
|
2014
Q1 | $5K | Sell |
757
-66
| -8% | -$436 | ﹤0.01% | 2985 |
|
|
2013
Q4 | $6K | Buy |
823
+47
| +6% | +$343 | ﹤0.01% | 2753 |
|
|
2013
Q3 | $5K | Buy |
776
+234
| +43% | +$1.51K | ﹤0.01% | 2710 |
|
|
2013
Q2 | $3K | Buy |
+542
| New | +$3K | ﹤0.01% | 2688 |
|