Envestnet 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 | – | Sell |
-494,944
| Closed | -$4.2M | – | 4434 |
|
|
2025
Q1 | $4.2M | Buy |
494,944
+29,781
| +6% | +$253K | ﹤0.01% | 2249 |
|
|
2024
Q4 | $4.81M | Buy |
465,163
+20,479
| +5% | +$212K | ﹤0.01% | 2126 |
|
|
2024
Q3 | $3.61M | Buy |
444,684
+133,685
| +43% | +$1.08M | ﹤0.01% | 2312 |
|
|
2024
Q2 | $3.75M | Buy |
310,999
+9,585
| +3% | +$116K | ﹤0.01% | 2216 |
|
|
2024
Q1 | $3.96M | Buy |
301,414
+138,327
| +85% | +$1.82M | ﹤0.01% | 2136 |
|
|
2023
Q4 | $2.02M | Buy |
+163,087
| New | +$2.02M | ﹤0.01% | 2465 |
|
|
2023
Q1 | – | Sell |
-14,469
| Closed | -$144K | – | 3973 |
|
|
2022
Q4 | $144K | Buy |
14,469
+1,512
| +12% | +$15K | ﹤0.01% | 3741 |
|
|
2022
Q3 | $109K | Buy |
12,957
+39
| +0.3% | +$328 | ﹤0.01% | 3721 |
|
|
2022
Q2 | $79K | Sell |
12,918
-6,460
| -33% | -$39.5K | ﹤0.01% | 3780 |
|
|
2022
Q1 | $156K | Buy |
19,378
+8,624
| +80% | +$69.4K | ﹤0.01% | 3745 |
|
|
2021
Q4 | $162K | Buy |
+10,754
| New | +$162K | ﹤0.01% | 3691 |
|