Herald Investment Management’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Hold |
500,000
| – | – | 0.73% | 32 |
|
|
2025
Q1 | $4.24M | Buy |
500,000
+50,000
| +11% | +$424K | 0.8% | 32 |
|
|
2024
Q4 | $4.65M | Hold |
450,000
| – | – | 0.76% | 40 |
|
|
2024
Q3 | $3.65M | Buy |
450,000
+100,000
| +29% | +$811K | 0.63% | 44 |
|
|
2024
Q2 | $4.22M | Hold |
350,000
| – | – | 0.69% | 42 |
|
|
2024
Q1 | $4.6M | Buy |
350,000
+120,000
| +52% | +$1.58M | 0.75% | 35 |
|
|
2023
Q4 | $2.85M | Hold |
230,000
| – | – | 0.54% | 47 |
|
|
2023
Q3 | $2.18M | Buy |
+230,000
| New | +$2.18M | 0.46% | 59 |
|