Covestor’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-188
| Closed | -$2K | – | 2259 |
|
|
2025
Q3 | $2K | Sell |
188
-33
| -15% | -$327 | ﹤0.01% | 1915 |
|
|
2025
Q2 | $2K | Buy |
221
+207
| +1,479% | +$1.87K | ﹤0.01% | 1821 |
|
|
2025
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 2206 |
|
|
2024
Q4 | $0 | Buy |
14
+1
| +8% | +$10 | ﹤0.01% | 2222 |
|
|
2024
Q3 | $0 | Sell |
13
-1
| -7% | -$9 | ﹤0.01% | 2205 |
|
|
2024
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 2231 |
|
|
2024
Q1 | $0 | Sell |
14
-1
| -7% | -$12 | ﹤0.01% | 2226 |
|
|
2023
Q4 | $0 | Sell |
15
-4
| -21% | -$40 | ﹤0.01% | 2133 |
|
|
2023
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 2103 |
|
|
2023
Q2 | $0 | Sell |
19
-1
| -5% | -$9 | ﹤0.01% | 2120 |
|
|
2023
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 2006 |
|
|
2022
Q4 | $0 | Sell |
20
-7
| -26% | -$61 | ﹤0.01% | 2053 |
|
|
2022
Q3 | $0 | Sell |
27
-5
| -16% | -$39 | ﹤0.01% | 1972 |
|
|
2022
Q2 | $0 | Buy |
+32
| New | +$254 | ﹤0.01% | 1895 |
|
Other funds holding AVDX
Covestor's AVDX Position: Q4 2025 in Review
Covestor sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 188 shares — an estimated $2K sold.
Covestor first reported a position in AVDX in Q2 2022 and held it in 14 quarters. The position peaked at $2K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.
- Covestor reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
- Covestor sold 188 AvidXchange shares in Q4 2025, an estimated $2K.
- Covestor first reported a position in AvidXchange in Q2 2022 and held it in 14 quarters.
- Covestor's AvidXchange position peaked at $2K in Q3 2025.
- 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.
Based on Covestor's 13F filing for Q4 2025, filed 6 Feb 2026.