Avidian Wealth Enterprises’s Nasdaq NDAQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
+2,500
New +$224K 0.01% 497
2023
Q3
Sell
-7,159
Closed -$357K 415
2023
Q2
$357K Buy
7,159
+1,606
+29% +$80.1K 0.02% 317
2023
Q1
$304K Buy
5,553
+1,726
+45% +$94.4K 0.02% 376
2022
Q4
$235K Buy
3,827
+12
+0.3% +$736 0.02% 401
2022
Q3
$216K Buy
+3,815
New +$216K 0.02% 380