Envestnet Asset Management’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $4.2M | Buy |
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|
2024
Q4 | $4.81M | Buy |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $3.75M | Buy |
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|
2024
Q1 | $3.96M | Buy |
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|
2023
Q4 | $2.02M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $144K | Buy |
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|
2022
Q3 | $109K | Buy |
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|
2022
Q2 | $79K | Sell |
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|
2022
Q1 | $156K | Buy |
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|
2021
Q4 | $162K | Buy |
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