EverSource Wealth Advisors’s AvidXchange AVDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12K | Buy |
523
+277
| +113% | +$2.71K | ﹤0.01% | 3145 |
|
|
2025
Q1 | $2.09K | Buy |
246
+136
| +124% | +$1.15K | ﹤0.01% | 2907 |
|
|
2024
Q4 | $1.14K | Buy |
110
+45
| +69% | +$466 | ﹤0.01% | 2920 |
|
|
2024
Q3 | $527 | Hold |
65
| – | – | ﹤0.01% | 2869 |
|
|
2024
Q2 | $581 | Buy |
+65
| New | +$581 | ﹤0.01% | 2856 |
|