Farther Finance Advisors’s AvidXchange AVDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34K Buy
137
+23
+20% +$225 ﹤0.01% 3824
2025
Q1
$971 Sell
114
-49
-30% -$417 ﹤0.01% 3622
2024
Q4
$1.69K Sell
163
-2
-1% -$21 ﹤0.01% 3065
2024
Q3
$1.34K Sell
165
-54
-25% -$438 ﹤0.01% 3146
2024
Q2
$2.64K Buy
219
+75
+52% +$902 ﹤0.01% 2676
2024
Q1
$1.8K Buy
144
+5
+4% +$62 ﹤0.01% 2529
2023
Q4
$1.72K Buy
+139
New +$1.72K ﹤0.01% 2492