Bank of America’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-913,336
| Closed | -$9.09M | – | 7380 |
|
|
2025
Q3 | $9.09M | Buy |
913,336
+137,008
| +18% | +$1.36M | ﹤0.01% | 3402 |
|
|
2025
Q2 | $7.6M | Buy |
776,328
+211,139
| +37% | +$1.9M | ﹤0.01% | 3477 |
|
|
2025
Q1 | $4.79M | Sell |
565,189
-189,397
| -25% | -$1.75M | ﹤0.01% | 3841 |
|
|
2024
Q4 | $7.8M | Buy |
754,586
+38,835
| +5% | +$379K | ﹤0.01% | 3182 |
|
|
2024
Q3 | $5.8M | Sell |
715,751
-47,116
| -6% | -$444K | ﹤0.01% | 3600 |
|
|
2024
Q2 | $9.2M | Buy |
762,867
+152,471
| +25% | +$1.74M | ﹤0.01% | 3021 |
|
|
2024
Q1 | $8.03M | Buy |
610,396
+145,430
| +31% | +$1.75M | ﹤0.01% | 3193 |
|
|
2023
Q4 | $5.76M | Sell |
464,966
-6,782
| -1% | -$67.8K | ﹤0.01% | 3440 |
|
|
2023
Q3 | $4.47M | Buy |
471,748
+167,234
| +55% | +$1.75M | ﹤0.01% | 3507 |
|
|
2023
Q2 | $3.16M | Sell |
304,514
-475,203
| -61% | -$4.27M | ﹤0.01% | 3810 |
|
|
2023
Q1 | $6.08M | Buy |
779,717
+506,593
| +185% | +$4.87M | ﹤0.01% | 3348 |
|
|
2022
Q4 | $2.71M | Buy |
273,124
+164,563
| +152% | +$1.43M | ﹤0.01% | 3979 |
|
|
2022
Q3 | $914K | Buy |
108,561
+31,015
| +40% | +$240K | ﹤0.01% | 4960 |
|
|
2022
Q2 | $477K | Buy |
77,546
+34,401
| +80% | +$273K | ﹤0.01% | 5460 |
|
|
2022
Q1 | $347K | Sell |
43,145
-229,731
| -84% | -$2.32M | ﹤0.01% | 6076 |
|
|
2021
Q4 | $4.11M | Buy |
+272,876
| New | +$5.7M | ﹤0.01% | 3850 |
|