Fairman Group’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 |
-1,123,112
| Closed | -$3.88M | – | 269 |
|
|
2025
Q1 | $3.88M | Sell |
1,123,112
-679,287
| -38% | -$2.34M | 3.55% | 6 |
|
|
2024
Q4 | $6.16M | Buy |
1,802,399
+665,112
| +58% | +$2.27M | 5.08% | 3 |
|
|
2024
Q3 | $4.38M | Hold |
1,137,287
| – | – | 3.95% | 6 |
|
|
2024
Q2 | $4.07M | Hold |
1,137,287
| – | – | 4.14% | 5 |
|
|
2024
Q1 | $11.9M | Sell |
1,137,287
-40,000
| -3% | -$419K | 11.26% | 3 |
|
|
2023
Q4 | $14.1M | Buy |
+1,177,287
| New | +$14.1M | 13.52% | 2 |
|