Capital Research Global Investors’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 |
-164,986
| Closed | -$1.4M | – | 432 |
|
|
2025
Q1 | $1.4M | Hold |
164,986
| – | – | ﹤0.01% | 448 |
|
|
2024
Q4 | $1.71M | Sell |
164,986
-5,783,181
| -97% | -$59.8M | ﹤0.01% | 430 |
|
|
2024
Q3 | $48.2M | Buy |
5,948,167
+2,424,292
| +69% | +$19.7M | 0.01% | 342 |
|
|
2024
Q2 | $42.5M | Buy |
3,523,875
+213,240
| +6% | +$2.57M | 0.01% | 346 |
|
|
2024
Q1 | $43.5M | Hold |
3,310,635
| – | – | 0.01% | 347 |
|
|
2023
Q4 | $41M | Hold |
3,310,635
| – | – | 0.01% | 337 |
|
|
2023
Q3 | $31.4M | Buy |
3,310,635
+375,000
| +13% | +$3.56M | 0.01% | 350 |
|
|
2023
Q2 | $30.5M | Hold |
2,935,635
| – | – | 0.01% | 349 |
|
|
2023
Q1 | $22.9M | Sell |
2,935,635
-4,064,020
| -58% | -$31.7M | 0.01% | 367 |
|
|
2022
Q4 | $69.6M | Sell |
6,999,655
-2,227
| -0% | -$22.1K | 0.02% | 302 |
|
|
2022
Q3 | $59M | Sell |
7,001,882
-3,681,397
| -34% | -$31M | 0.02% | 306 |
|
|
2022
Q2 | $65.6M | Sell |
10,683,279
-3,155,588
| -23% | -$19.4M | 0.02% | 305 |
|
|
2022
Q1 | $111M | Sell |
13,838,867
-854,651
| -6% | -$6.88M | 0.03% | 298 |
|
|
2021
Q4 | $210M | Buy |
+14,693,518
| New | +$210M | 0.05% | 246 |
|