Bank of Montreal’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 |
-46,581
| Closed | -$395K | – | 3185 |
|
|
2025
Q1 | $395K | Buy |
+46,581
| New | +$395K | ﹤0.01% | 2093 |
|
|
2024
Q4 | – | Sell |
-13,339
| Closed | -$109K | – | 3176 |
|
|
2024
Q3 | $109K | Buy |
13,339
+1,219
| +10% | +$9.92K | ﹤0.01% | 2903 |
|
|
2024
Q2 | $146K | Hold |
12,120
| – | – | ﹤0.01% | 2840 |
|
|
2024
Q1 | $160K | Sell |
12,120
-265
| -2% | -$3.51K | ﹤0.01% | 2832 |
|
|
2023
Q4 | $156K | Buy |
+12,385
| New | +$156K | ﹤0.01% | 2820 |
|