Edgestream Partners’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-251,389
| Closed | -$2.13M | – | 846 |
|
|
2025
Q1 | $2.13M | Buy |
251,389
+157,084
| +167% | +$1.33M | 0.07% | 474 |
|
|
2024
Q4 | $975K | Buy |
94,305
+80,855
| +601% | +$836K | 0.04% | 575 |
|
|
2024
Q3 | $109K | Sell |
13,450
-79,065
| -85% | -$641K | ﹤0.01% | 813 |
|
|
2024
Q2 | $1.12M | Buy |
92,515
+75,921
| +458% | +$916K | 0.05% | 495 |
|
|
2024
Q1 | $218K | Sell |
16,594
-19,015
| -53% | -$250K | 0.01% | 772 |
|
|
2023
Q4 | $441K | Buy |
+35,609
| New | +$441K | 0.03% | 639 |
|