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EP Wealth Advisors’s Acco Brands ACCO Stock Holding History

EP Wealth Advisors’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$73K Sell
20,392
-2,373
-10% -$8.5K ﹤0.01% 1399
2025
Q1 		$95.4K Buy
22,765
+6,577
+41% +$27.6K ﹤0.01% 1254
2024
Q4 		$85K Buy
16,188
+4,958
+44% +$26K ﹤0.01% 1212
2024
Q3 		$61.4K Buy
+11,230
New +$61.4K ﹤0.01% 1158