Geneos Wealth Management’s Acco Brands ACCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-239
| Closed | -$1K | – | 1998 |
|
|
2022
Q2 | $1K | Sell |
239
-7
| -3% | -$51 | ﹤0.01% | 2454 |
|
|
2022
Q1 | $1K | Sell |
246
-3,975
| -94% | -$33K | ﹤0.01% | 2603 |
|
|
2021
Q4 | $34K | Hold |
4,221
| – | – | ﹤0.01% | 1640 |
|
|
2021
Q3 | $37K | Hold |
4,221
| – | – | ﹤0.01% | 1621 |
|
|
2021
Q2 | $36K | Hold |
4,221
| – | – | ﹤0.01% | 1629 |
|
|
2021
Q1 | $36K | Hold |
4,221
| – | – | ﹤0.01% | 1791 |
|
|
2020
Q4 | $34K | Hold |
4,221
| – | – | ﹤0.01% | 1636 |
|
|
2020
Q3 | $25K | Hold |
4,221
| – | – | ﹤0.01% | 1543 |
|
|
2020
Q2 | $27K | Hold |
4,221
| – | – | ﹤0.01% | 1484 |
|
|
2020
Q1 | $21K | Sell |
4,221
-321
| -7% | -$2.54K | ﹤0.01% | 1479 |
|
|
2019
Q4 | $42K | Hold |
4,542
| – | – | ﹤0.01% | 1337 |
|
|
2019
Q3 | $45K | Hold |
4,542
| – | – | ﹤0.01% | 1229 |
|
|
2019
Q2 | $35K | Hold |
4,542
| – | – | ﹤0.01% | 1360 |
|
|
2019
Q1 | $38K | Hold |
4,542
| – | – | ﹤0.01% | 1270 |
|
|
2018
Q4 | $30K | Hold |
4,542
| – | – | ﹤0.01% | 1323 |
|
|
2018
Q3 | $51K | Hold |
4,542
| – | – | ﹤0.01% | 1164 |
|
|
2018
Q2 | $62K | Sell |
4,542
-11
| -0.2% | -$141 | ﹤0.01% | 950 |
|
|
2018
Q1 | $57K | Hold |
4,553
| – | – | 0.01% | 945 |
|
|
2017
Q4 | $55K | Hold |
4,553
| – | – | ﹤0.01% | 959 |
|
|
2017
Q3 | $54K | Sell |
4,553
-70
| -2% | -$797 | 0.01% | 905 |
|
|
2017
Q2 | $53K | Sell |
4,623
-12
| -0.3% | -$149 | 0.01% | 896 |
|
|
2017
Q1 | $60K | Buy |
4,635
+3
| +0.1% | +$39 | 0.01% | 819 |
|
|
2016
Q4 | $60K | Buy |
4,632
+9
| +0.2% | +$105 | 0.01% | 768 |
|
|
2016
Q3 | $44K | Hold |
4,623
| – | – | 0.01% | 860 |
|
|
2016
Q2 | $47K | Hold |
4,623
| – | – | 0.01% | 823 |
|
|
2016
Q1 | $41K | Buy |
+4,623
| New | +$32.3K | 0.01% | 854 |
|
Other funds holding ACCO
