Accretive Wealth Partners’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $418K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $665K | Hold |
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|
2024
Q1 | $668K | Hold |
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|
2023
Q4 | $683K | Hold |
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|
2023
Q3 | $523K | Hold |
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|
2023
Q2 | $572K | Hold |
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|
2023
Q1 | $430K | Hold |
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|
2022
Q4 | $548K | Hold |
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|
2022
Q3 | $464K | Hold |
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|
2022
Q2 | $338K | Hold |
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|
2022
Q1 | $444K | Buy |
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