Accretive Wealth Partners’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-51,024
| Closed | -$418K | – | 150 |
|
|
2025
Q1 | $418K | Buy |
+51,024
| New | +$418K | 0.15% | 111 |
|
|
2024
Q3 | – | Sell |
-55,116
| Closed | -$665K | – | 132 |
|
|
2024
Q2 | $665K | Hold |
55,116
| – | – | 0.28% | 99 |
|
|
2024
Q1 | $668K | Hold |
55,116
| – | – | 0.3% | 98 |
|
|
2023
Q4 | $683K | Hold |
55,116
| – | – | 0.33% | 96 |
|
|
2023
Q3 | $523K | Hold |
55,116
| – | – | 0.31% | 90 |
|
|
2023
Q2 | $572K | Hold |
55,116
| – | – | 0.34% | 85 |
|
|
2023
Q1 | $430K | Hold |
55,116
| – | – | 0.28% | 93 |
|
|
2022
Q4 | $548K | Hold |
55,116
| – | – | 0.38% | 80 |
|
|
2022
Q3 | $464K | Hold |
55,116
| – | – | 0.35% | 83 |
|
|
2022
Q2 | $338K | Hold |
55,116
| – | – | 0.25% | 92 |
|
|
2022
Q1 | $444K | Buy |
+55,116
| New | +$444K | 0.28% | 92 |
|