Advisors Asset Management’s AvidXchange AVDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4K | Sell |
1,066
-2,144
| -67% | -$21K | ﹤0.01% | 1378 |
|
|
2025
Q1 | $27.2K | Sell |
3,210
-284
| -8% | -$2.41K | ﹤0.01% | 1338 |
|
|
2024
Q4 | $36.1K | Sell |
3,494
-1,953
| -36% | -$20.2K | ﹤0.01% | 1342 |
|
|
2024
Q3 | $44.2K | Sell |
5,447
-139
| -2% | -$1.13K | ﹤0.01% | 1311 |
|
|
2024
Q2 | $67.4K | Buy |
5,586
+1,277
| +30% | +$15.4K | ﹤0.01% | 1248 |
|
|
2024
Q1 | $56.7K | Buy |
4,309
+2,114
| +96% | +$27.8K | ﹤0.01% | 1273 |
|
|
2023
Q4 | $27.2K | Buy |
2,195
+193
| +10% | +$2.39K | ﹤0.01% | 1335 |
|
|
2023
Q3 | $19K | Buy |
+2,002
| New | +$19K | ﹤0.01% | 1362 |
|