True Wealth Design’s Accolade Inc ACCD Stock Holding History

True Wealth Design’s Portfolio ACCD Stock Details ACCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-214	Closed	-$1.49K	–	2873
2025 Q1	$1.49K	Buy	214 +164	+328%	+$1.1K	﹤0.01%	1116
2024 Q4	$171	Sell	50 -7	-12%	-$25	﹤0.01%	1238
2024 Q3	$220	Buy	+57	New	+$223	﹤0.01%	1191

Other funds holding ACCD

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True Wealth Design's ACCD Position: Q2 2025 in Review

True Wealth Design sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 214 shares — an estimated $1.49K sold.

True Wealth Design first reported a position in ACCD in Q3 2024 and held it in 3 quarters. The position peaked at $1.49K in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

True Wealth Design reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 214 Accolade Inc shares in Q2 2025, an estimated $1.49K.
True Wealth Design first reported a position in Accolade Inc in Q3 2024 and held it in 3 quarters.
True Wealth Design's Accolade Inc position peaked at $1.49K in Q1 2025.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.