HighTower Advisors’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 |
-12,010
| Closed | -$83.8K | – | 3750 |
|
2025
Q1 | $83.8K | Sell |
12,010
-29,490
| -71% | -$206K | ﹤0.01% | 3357 |
|
2024
Q4 | $142K | Sell |
41,500
-112,761
| -73% | -$386K | ﹤0.01% | 3259 |
|
2024
Q3 | $592K | Hold |
154,261
| – | – | ﹤0.01% | 2279 |
|
2024
Q2 | $552K | Buy |
+154,261
| New | +$552K | ﹤0.01% | 2239 |
|
2024
Q1 | – | Sell |
-202,788
| Closed | -$2.44M | – | 3566 |
|
2023
Q4 | $2.44M | Sell |
202,788
-19,739
| -9% | -$237K | ﹤0.01% | 1329 |
|
2023
Q3 | $2.35M | Buy |
+222,527
| New | +$2.35M | ﹤0.01% | 1292 |
|