Brown Advisory’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+21,178
| New | +$207K | ﹤0.01% | 1287 |
|
|
2024
Q3 | – | Sell |
-406,175
| Closed | -$4.9M | – | 1262 |
|
|
2024
Q2 | $4.9M | Buy |
406,175
+33,162
| +9% | +$400K | 0.01% | 502 |
|
|
2024
Q1 | $4.91M | Buy |
373,013
+22,744
| +6% | +$299K | 0.01% | 497 |
|
|
2023
Q4 | $4.34M | Buy |
350,269
+20,998
| +6% | +$260K | 0.01% | 502 |
|
|
2023
Q3 | $3.12M | Buy |
329,271
+3,697
| +1% | +$35K | 0.01% | 536 |
|
|
2023
Q2 | $3.38M | Sell |
325,574
-23,505
| -7% | -$244K | 0.01% | 527 |
|
|
2023
Q1 | $2.72M | Sell |
349,079
-439,333
| -56% | -$3.43M | ﹤0.01% | 552 |
|
|
2022
Q4 | $7.84M | Sell |
788,412
-16,643
| -2% | -$165K | 0.01% | 414 |
|
|
2022
Q3 | $6.78M | Buy |
805,055
+13,262
| +2% | +$112K | 0.01% | 413 |
|
|
2022
Q2 | $4.86M | Sell |
791,793
-52,299
| -6% | -$321K | 0.01% | 463 |
|
|
2022
Q1 | $6.79M | Buy |
844,092
+353,225
| +72% | +$2.84M | 0.01% | 438 |
|
|
2021
Q4 | $7.39M | Buy |
+490,867
| New | +$7.39M | 0.01% | 429 |
|