Citigroup’s AvidXchange AVDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$989K Sell
101,065
-41,003
-29% -$401K ﹤0.01% 2532
2025
Q1
$1.2M Sell
142,068
-36,267
-20% -$308K ﹤0.01% 2435
2024
Q4
$1.84M Buy
178,335
+52,769
+42% +$546K ﹤0.01% 2184
2024
Q3
$1.02M Buy
125,566
+87,514
+230% +$710K ﹤0.01% 2547
2024
Q2
$459K Buy
38,052
+11,334
+42% +$137K ﹤0.01% 2754
2024
Q1
$351K Buy
26,718
+5,437
+26% +$71.5K ﹤0.01% 3031
2023
Q4
$264K Buy
21,281
+16,649
+359% +$206K ﹤0.01% 3080
2023
Q3
$43.9K Sell
4,632
-92,159
-95% -$874K ﹤0.01% 3494
2023
Q2
$1M Buy
96,791
+95,426
+6,991% +$991K ﹤0.01% 2242
2023
Q1
$10.6K Sell
1,365
-2,273
-62% -$17.7K ﹤0.01% 4045
2022
Q4
$36.2K Buy
3,638
+116
+3% +$1.15K ﹤0.01% 3677
2022
Q3
$30K Sell
3,522
-492,018
-99% -$4.19M ﹤0.01% 3868
2022
Q2
$3.04M Buy
495,540
+494,301
+39,895% +$3.04M ﹤0.01% 1326
2022
Q1
$10K Sell
1,239
-5,254
-81% -$42.4K ﹤0.01% 4728
2021
Q4
$98K Buy
+6,493
New +$98K ﹤0.01% 3978