Morgan Stanley’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
-611,186
Closed -$4.27M 8372
2025
Q1
$4.27M Buy
611,186
+261,541
+75% +$1.83M ﹤0.01% 4060
2024
Q4
$1.2M Sell
349,645
-17,500
-5% -$59.9K ﹤0.01% 5002
2024
Q3
$1.41M Buy
367,145
+73,194
+25% +$282K ﹤0.01% 4846
2024
Q2
$1.05M Sell
293,951
-577,434
-66% -$2.07M ﹤0.01% 4933
2024
Q1
$9.13M Sell
871,385
-722,711
-45% -$7.57M ﹤0.01% 3420
2023
Q4
$19.1M Buy
1,594,096
+975,103
+158% +$11.7M ﹤0.01% 3383
2023
Q3
$6.55M Buy
618,993
+15,701
+3% +$166K ﹤0.01% 3505
2023
Q2
$8.13M Sell
603,292
-60,579
-9% -$816K ﹤0.01% 3360
2023
Q1
$9.55M Buy
663,871
+132,089
+25% +$1.9M ﹤0.01% 3192
2022
Q4
$4.14M Sell
531,782
-149,048
-22% -$1.16M ﹤0.01% 3917
2022
Q3
$7.77M Buy
680,830
+3,500
+0.5% +$40K ﹤0.01% 3228
2022
Q2
$5.01M Buy
677,330
+111,171
+20% +$823K ﹤0.01% 3769
2022
Q1
$9.94M Buy
566,159
+58,301
+11% +$1.02M ﹤0.01% 2913
2021
Q4
$13.4M Sell
507,858
-14,451
-3% -$381K ﹤0.01% 2599
2021
Q3
$22M Sell
522,309
-91,255
-15% -$3.85M ﹤0.01% 1994
2021
Q2
$33.3M Buy
613,564
+292,317
+91% +$15.9M ﹤0.01% 1641
2021
Q1
$14.6M Buy
321,247
+232,971
+264% +$10.6M ﹤0.01% 2258
2020
Q4
$3.84M Sell
88,276
-71,440
-45% -$3.11M ﹤0.01% 3547
2020
Q3
$6.21M Buy
+159,716
New +$6.21M ﹤0.01% 2505