Biltmore Family Office’s AvidXchange AVDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$29.2M Hold
2025
Q1
$25.3M Hold
2024
Q4
$30.9M Sell
2024
Q3
$25.3M Sell
2024
Q2
$38.2M Sell
2024
Q1
$43.1M Sell
2023
Q4
$41.3M Sell
2023
Q3
$31.6M Hold
2023
Q2
$34.6M Sell
2023
Q1
$30.7M Sell
2022
Q4
$81.4M Sell
2022
Q3
$70.9M Buy
2022
Q2
$23M Buy