Avidian Wealth Enterprises’s Innovex International INVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-266,162	Closed	-$5.82M	–	698
2025 Q4	$5.82M	Buy	+266,162	New	+$5.55M	0.21%	73
2022 Q4	–	Sell	-92,580	Closed	-$1.81M	–	482
2022 Q3	$1.81M	Sell	92,580 -18,390	-17%	-$426K	0.13%	109
2022 Q2	$2.86M	Hold	110,970	–	–	0.2%	84
2022 Q1	$4.14M	Sell	110,970 -40,000	-26%	-$1.15M	0.25%	78
2021 Q4	$2.97M	Sell	150,970 -149,980	-50%	-$3.3M	0.18%	95
2021 Q3	$7.58M	Hold	300,950	–	–	0.58%	34
2021 Q2	$10.2M	Hold	300,950	–	–	0.78%	29
2021 Q1	$10M	Hold	300,950	–	–	0.85%	27
2020 Q4	$8.91M	Hold	300,950	–	–	0.85%	28
2020 Q3	$7.45M	Hold	300,950	–	–	0.84%	29
2020 Q2	$8.96M	Hold	300,950	–	–	1.21%	18
2020 Q1	$9.18M	Buy	+300,950	New	+$11.7M	1.47%	15