Creative Planning’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Buy |
80,319
+28,193
| +54% | +$276K | ﹤0.01% | 2057 |
|
|
2025
Q1 | $442K | Buy |
52,126
+11,420
| +28% | +$96.8K | ﹤0.01% | 2392 |
|
|
2024
Q4 | $421K | Buy |
40,706
+18,416
| +83% | +$190K | ﹤0.01% | 2380 |
|
|
2024
Q3 | $181K | Sell |
22,290
-16,345
| -42% | -$133K | ﹤0.01% | 2877 |
|
|
2024
Q2 | $466K | Buy |
38,635
+28,253
| +272% | +$341K | ﹤0.01% | 1991 |
|
|
2024
Q1 | $137K | Buy |
+10,382
| New | +$137K | ﹤0.01% | 2640 |
|