Ameritas Investment 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 | $178K | Hold |
18,182
| – | – | 0.01% | 1368 |
|
|
2025
Q1 | $154K | Hold |
18,182
| – | – | 0.01% | 1428 |
|
|
2024
Q4 | $188K | Buy |
18,182
+1,155
| +7% | +$11.9K | 0.01% | 1362 |
|
|
2024
Q3 | $138K | Hold |
17,027
| – | – | ﹤0.01% | 1578 |
|
|
2024
Q2 | $205K | Buy |
17,027
+2,177
| +15% | +$26.3K | 0.01% | 1246 |
|
|
2024
Q1 | $195K | Hold |
14,850
| – | – | 0.01% | 1304 |
|
|
2023
Q4 | $184K | Hold |
14,850
| – | – | 0.01% | 1316 |
|
|
2023
Q3 | $141K | Buy |
14,850
+2,508
| +20% | +$23.8K | 0.01% | 1417 |
|
|
2023
Q2 | $128K | Buy |
12,342
+1,347
| +12% | +$14K | ﹤0.01% | 1425 |
|
|
2023
Q1 | $85.8K | Hold |
10,995
| – | – | ﹤0.01% | 1640 |
|
|
2022
Q4 | $121K | Hold |
10,995
| – | – | ﹤0.01% | 1464 |
|
|
2022
Q3 | $92K | Hold |
10,995
| – | – | ﹤0.01% | 1545 |
|
|
2022
Q2 | $67K | Buy |
10,995
+9,039
| +462% | +$55.1K | ﹤0.01% | 1789 |
|
|
2022
Q1 | $16K | Hold |
1,956
| – | – | ﹤0.01% | 2639 |
|
|
2021
Q4 | $29K | Buy |
+1,956
| New | +$29K | ﹤0.01% | 2456 |
|