Wells Fargo’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
-42,142
Closed -$294K 6834
2025
Q1
$294K Buy
42,142
+1,989
+5% +$13.9K ﹤0.01% 4004
2024
Q4
$137K Buy
40,153
+8,425
+27% +$28.8K ﹤0.01% 4529
2024
Q3
$122K Sell
31,728
-6,300
-17% -$24.3K ﹤0.01% 4504
2024
Q2
$136K Buy
38,028
+1,130
+3% +$4.05K ﹤0.01% 4403
2024
Q1
$387K Buy
36,898
+9,130
+33% +$95.7K ﹤0.01% 3712
2023
Q4
$333K Buy
27,768
+1,881
+7% +$22.6K ﹤0.01% 3778
2023
Q3
$274K Sell
25,887
-5,523
-18% -$58.4K ﹤0.01% 3865
2023
Q2
$423K Buy
31,410
+14,433
+85% +$194K ﹤0.01% 3858
2023
Q1
$244K Buy
16,977
+14,123
+495% +$203K ﹤0.01% 4059
2022
Q4
$22.2K Sell
2,854
-12,399
-81% -$96.6K ﹤0.01% 4897
2022
Q3
$174K Buy
15,253
+1,732
+13% +$19.8K ﹤0.01% 4045
2022
Q2
$101K Sell
13,521
-11,419
-46% -$85.3K ﹤0.01% 4379
2022
Q1
$437K Sell
24,940
-11,551
-32% -$202K ﹤0.01% 4236
2021
Q4
$962K Sell
36,491
-300,824
-89% -$7.93M ﹤0.01% 3883
2021
Q3
$14.2M Buy
337,315
+88,415
+36% +$3.73M ﹤0.01% 1866
2021
Q2
$13.5M Buy
248,900
+10,088
+4% +$548K ﹤0.01% 1920
2021
Q1
$10.8M Buy
238,812
+210,772
+752% +$9.56M ﹤0.01% 2054
2020
Q4
$1.22M Buy
28,040
+18,530
+195% +$806K ﹤0.01% 3823
2020
Q3
$370K Buy
+9,510
New +$370K ﹤0.01% 4441