HAFS
Hapanowicz & Associates Financial Services’s AvidXchange AVDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-196,912
| Closed | -$1.67M | – | 35 |
|
|
2025
Q1 | $1.67M | Hold |
196,912
| – | – | 0.93% | 11 |
|
|
2024
Q4 | $2.04M | Hold |
196,912
| – | – | 1.02% | 10 |
|
|
2024
Q3 | $1.6M | Hold |
196,912
| – | – | 0.8% | 11 |
|
|
2024
Q2 | $2.37M | Hold |
196,912
| – | – | 1.36% | 9 |
|
|
2024
Q1 | $2.59M | Hold |
196,912
| – | – | 1.48% | 10 |
|
|
2023
Q4 | $2.44M | Hold |
196,912
| – | – | 1.5% | 10 |
|
|
2023
Q3 | $1.87M | Sell |
196,912
-10,000
| -5% | -$94.8K | 1.33% | 10 |
|
|
2023
Q2 | $2.15M | Hold |
206,912
| – | – | 1.44% | 10 |
|
|
2023
Q1 | $1.61M | Hold |
206,912
| – | – | 1.11% | 10 |
|
|
2022
Q4 | $2.06M | Hold |
206,912
| – | – | 1.49% | 10 |
|
|
2022
Q3 | $1.74M | Hold |
206,912
| – | – | 1.61% | 8 |
|
|
2022
Q2 | $1.27M | Buy |
+206,912
| New | +$1.27M | 0.99% | 12 |
|