Crowley Wealth Management’s Accolade Inc ACCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-300
Closed -$2.09K 420
2025
Q1
$2.09K Hold
300
﹤0.01% 355
2024
Q4
$1.03K Buy
+300
New +$1.07K ﹤0.01% 397

Other funds holding ACCD

Crowley Wealth Management's ACCD Position: Q2 2025 in Review

Crowley Wealth Management sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 300 shares — an estimated $2.09K sold.

Crowley Wealth Management first reported a position in ACCD in Q4 2024 and held it in 2 quarters. The position peaked at $2.09K in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

  • Crowley Wealth Management reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 300 Accolade Inc shares in Q2 2025, an estimated $2.09K.
  • Crowley Wealth Management first reported a position in Accolade Inc in Q4 2024 and held it in 2 quarters.
  • Crowley Wealth Management's Accolade Inc position peaked at $2.09K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on Crowley Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.