SEI Investments’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
-54,063
Closed -$185K 2853
2024
Q4
$185K Sell
54,063
-22,949
-30% -$78.5K ﹤0.01% 2486
2024
Q3
$296K Sell
77,012
-5,847
-7% -$22.5K ﹤0.01% 2358
2024
Q2
$297K Buy
+82,859
New +$297K ﹤0.01% 2348