Creative Planning’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 |
-94,352
| Closed | -$939K | – | 3918 |
|
|
2025
Q3 | $939K | Buy |
94,352
+14,033
| +17% | +$139K | ﹤0.01% | 2169 |
|
|
2025
Q2 | $786K | Buy |
80,319
+28,193
| +54% | +$254K | ﹤0.01% | 2062 |
|
|
2025
Q1 | $442K | Buy |
52,126
+11,420
| +28% | +$106K | ﹤0.01% | 2398 |
|
|
2024
Q4 | $421K | Buy |
40,706
+18,416
| +83% | +$180K | ﹤0.01% | 2387 |
|
|
2024
Q3 | $181K | Sell |
22,290
-16,345
| -42% | -$154K | ﹤0.01% | 2877 |
|
|
2024
Q2 | $466K | Buy |
38,635
+28,253
| +272% | +$323K | ﹤0.01% | 1998 |
|
|
2024
Q1 | $137K | Buy |
+10,382
| New | +$125K | ﹤0.01% | 2651 |
|