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Global Financial Private Client’s AvidXchange AVDX Stock Holding History

Global Financial Private Client’s Portfolio AVDX Stock Details AVDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4
Closed -$34 – 336
2025
Q1 		$34 Buy
4
+2
+100% +$17 ﹤0.01% 1660
2024
Q4 		$21 Buy
+2
New +$21 ﹤0.01% 1638