Gillson Capital’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-99,500
| Closed | -$1.2M | – | 70 |
|
|
2024
Q2 | $1.2M | Buy |
+99,500
| New | +$1.2M | 0.12% | 57 |
|
|
2024
Q1 | – | Sell |
-619,893
| Closed | -$7.68M | – | 57 |
|
|
2023
Q4 | $7.68M | Buy |
619,893
+556,066
| +871% | +$6.89M | 0.81% | 45 |
|
|
2023
Q3 | $605K | Buy |
+63,827
| New | +$605K | 0.04% | 87 |
|