Petrus Trust Company’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
Q1 | – | Sell |
-87,384
| Closed | -$299K | – | 818 |
|
|
2024
Q4 | $299K | Hold |
87,384
| – | – | 0.03% | 426 |
|
|
2024
Q3 | $336K | Buy |
87,384
+23,803
| +37% | +$91.6K | 0.03% | 369 |
|
|
2024
Q2 | $228K | Buy |
63,581
+40,930
| +181% | +$147K | 0.02% | 515 |
|
|
2024
Q1 | $237K | Buy |
22,651
+3,553
| +19% | +$37.2K | 0.02% | 523 |
|
|
2023
Q4 | $229K | Hold |
19,098
| – | – | 0.02% | 530 |
|
|
2023
Q3 | $202K | Buy |
19,098
+6,613
| +53% | +$70K | 0.02% | 526 |
|
|
2023
Q2 | $168K | Buy |
+12,485
| New | +$168K | 0.02% | 544 |
|