Bailard’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-46,596
| Closed | -$395K | – | 762 |
|
|
2025
Q1 | $395K | Hold |
46,596
| – | – | 0.01% | 507 |
|
|
2024
Q4 | $482K | Sell |
46,596
-5,494
| -11% | -$56.8K | 0.01% | 469 |
|
|
2024
Q3 | $422K | Sell |
52,090
-14,200
| -21% | -$115K | 0.01% | 497 |
|
|
2024
Q2 | $799K | Sell |
66,290
-4,000
| -6% | -$48.2K | 0.02% | 335 |
|
|
2024
Q1 | $924K | Buy |
70,290
+11,170
| +19% | +$147K | 0.03% | 315 |
|
|
2023
Q4 | $732K | Buy |
+59,120
| New | +$732K | 0.02% | 354 |
|