Charles Schwab’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 | $14.7M | Sell |
|
|||||
|
2025
Q1 | $12.8M | Sell |
|
|||||
|
2024
Q4 | $15.8M | Buy |
|
|||||
|
2024
Q3 | $12.4M | Buy |
|
|||||
|
2024
Q2 | $17.1M | Buy |
|
|||||
|
2024
Q1 | $17.2M | Buy |
|
|||||
|
2023
Q4 | $16M | Buy |
|
|||||
|
2023
Q3 | $12M | Buy |
|
|||||
|
2023
Q2 | $10.8M | Buy |
|
|||||
|
2023
Q1 | $7.96M | Buy |
|
|||||
|
2022
Q4 | $10.1M | Buy |
|
|||||
|
2022
Q3 | $8.4M | Buy |
|
|||||
|
2022
Q2 | $2.75M | Buy |
|
|||||
|
2022
Q1 | $1.49M | Buy |
|
|||||
|
2021
Q4 | $2.69M | Buy |
|