Allworth Financial’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431 | Sell |
44
-16
| -27% | -$157 | ﹤0.01% | 4165 |
|
|
2025
Q1 | $473 | Buy |
60
+3
| +5% | +$24 | ﹤0.01% | 3686 |
|
|
2024
Q4 | $592 | Buy |
57
+28
| +97% | +$291 | ﹤0.01% | 3549 |
|
|
2024
Q3 | $236 | Buy |
+29
| New | +$236 | ﹤0.01% | 3561 |
|
|
2023
Q4 | – | Sell |
-13
| Closed | -$124 | – | 3473 |
|
|
2023
Q3 | $124 | Buy |
+13
| New | +$124 | ﹤0.01% | 3305 |
|