Biltmore Family Office’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2M | Hold |
2,984,149
| – | – | 4.94% | 3 |
|
|
2025
Q1 | $25.3M | Hold |
2,984,149
| – | – | 4.31% | 3 |
|
|
2024
Q4 | $30.9M | Sell |
2,984,149
-139,998
| -4% | -$1.45M | 5.18% | 3 |
|
|
2024
Q3 | $25.3M | Sell |
3,124,147
-45,000
| -1% | -$365K | 4.33% | 3 |
|
|
2024
Q2 | $38.2M | Sell |
3,169,147
-106,242
| -3% | -$1.28M | 7.04% | 2 |
|
|
2024
Q1 | $43.1M | Sell |
3,275,389
-55,908
| -2% | -$735K | 8.49% | 2 |
|
|
2023
Q4 | $41.3M | Sell |
3,331,297
-20
| -0% | -$248 | 8.5% | 2 |
|
|
2023
Q3 | $31.6M | Hold |
3,331,317
| – | – | 7.16% | 2 |
|
|
2023
Q2 | $34.6M | Sell |
3,331,317
-600,566
| -15% | -$6.23M | 7.31% | 2 |
|
|
2023
Q1 | $30.7M | Sell |
3,931,883
-4,261,972
| -52% | -$33.2M | 6.46% | 2 |
|
|
2022
Q4 | $81.4M | Sell |
8,193,855
-225,003
| -3% | -$2.24M | 16.76% | 2 |
|
|
2022
Q3 | $70.9M | Buy |
8,418,858
+4,670,226
| +125% | +$39.3M | 16.24% | 2 |
|
|
2022
Q2 | $23M | Buy |
+3,748,632
| New | +$23M | 5.75% | 3 |
|