CAPTRUST Financial Advisors’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 |
-18,054
| Closed | -$153K | – | 2516 |
|
|
2025
Q1 | $153K | Sell |
18,054
-380
| -2% | -$3.22K | ﹤0.01% | 2199 |
|
|
2024
Q4 | $191K | Buy |
18,434
+1,084
| +6% | +$11.2K | ﹤0.01% | 2150 |
|
|
2024
Q3 | $141K | Buy |
17,350
+1,465
| +9% | +$11.9K | ﹤0.01% | 2178 |
|
|
2024
Q2 | $192K | Sell |
15,885
-11
| -0.1% | -$133 | ﹤0.01% | 2051 |
|
|
2024
Q1 | $209K | Sell |
15,896
-31,518
| -66% | -$414K | ﹤0.01% | 1978 |
|
|
2023
Q4 | $587K | Buy |
47,414
+21,866
| +86% | +$271K | ﹤0.01% | 1633 |
|
|
2023
Q3 | $242K | Sell |
25,548
-579
| -2% | -$5.49K | ﹤0.01% | 2157 |
|
|
2023
Q2 | $271K | Sell |
26,127
-4,709
| -15% | -$48.9K | ﹤0.01% | 2050 |
|
|
2023
Q1 | $241K | Sell |
30,836
-15,287
| -33% | -$119K | ﹤0.01% | 1925 |
|
|
2022
Q4 | $458K | Sell |
46,123
-50,693
| -52% | -$504K | ﹤0.01% | 1384 |
|
|
2022
Q3 | $815K | Buy |
96,816
+94,397
| +3,902% | +$795K | ﹤0.01% | 1021 |
|
|
2022
Q2 | $15K | Buy |
+2,419
| New | +$15K | ﹤0.01% | 3522 |
|