DPW
DiNuzzo Private Wealth’s AvidXchange AVDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2
| Closed | -$21 | – | 1387 |
|
|
2024
Q4 | $21 | Sell |
2
-2
| -50% | -$21 | ﹤0.01% | 1398 |
|
|
2024
Q3 | $33 | Sell |
4
-4
| -50% | -$33 | ﹤0.01% | 1417 |
|
|
2024
Q2 | $97 | Hold |
8
| – | – | ﹤0.01% | 1347 |
|
|
2024
Q1 | $106 | Hold |
8
| – | – | ﹤0.01% | 1280 |
|
|
2023
Q4 | $100 | Buy |
+8
| New | +$100 | ﹤0.01% | 1322 |
|