Circumference Group’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Sell |
275,000
-95,000
| -26% | -$930K | 2.79% | 19 |
|
|
2025
Q1 | $3.14M | Buy |
370,000
+95,000
| +35% | +$806K | 3.84% | 12 |
|
|
2024
Q4 | $2.84M | Hold |
275,000
| – | – | 2.45% | 18 |
|
|
2024
Q3 | $2.23M | Buy |
+275,000
| New | +$2.23M | 2.31% | 20 |
|
|
2024
Q2 | – | Sell |
-45,000
| Closed | -$592K | – | 26 |
|
|
2024
Q1 | $592K | Sell |
45,000
-60,000
| -57% | -$789K | 0.56% | 27 |
|
|
2023
Q4 | $1.3M | Buy |
+105,000
| New | +$1.3M | 1.14% | 21 |
|