Cresset Asset Management’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Sell |
15,841
-3,401
| -18% | -$33.3K | ﹤0.01% | 1536 |
|
|
2025
Q1 | $163K | Sell |
19,242
-9,635
| -33% | -$81.7K | ﹤0.01% | 1536 |
|
|
2024
Q4 | $299K | Sell |
28,877
-6,140
| -18% | -$63.5K | ﹤0.01% | 1329 |
|
|
2024
Q3 | $284K | Buy |
35,017
+3,940
| +13% | +$32K | ﹤0.01% | 1794 |
|
|
2024
Q2 | $375K | Buy |
+31,077
| New | +$375K | ﹤0.01% | 1559 |
|
|
2023
Q3 | – | Sell |
-24,258
| Closed | -$252K | – | 1761 |
|
|
2023
Q2 | $252K | Buy |
24,258
+3,858
| +19% | +$40K | ﹤0.01% | 1477 |
|
|
2023
Q1 | $159K | Hold |
20,400
| – | – | ﹤0.01% | 756 |
|
|
2022
Q4 | $203K | Buy |
+20,400
| New | +$203K | ﹤0.01% | 636 |
|