IFP 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 | – | Sell |
-26
| Closed | -$220 | – | 4139 |
|
|
2025
Q1 | $220 | Hold |
26
| – | – | ﹤0.01% | 3640 |
|
|
2024
Q4 | $269 | Buy |
+26
| New | +$269 | ﹤0.01% | 3603 |
|
|
2024
Q1 | – | Sell |
-21
| Closed | -$260 | – | 3120 |
|
|
2023
Q4 | $260 | Hold |
21
| – | – | ﹤0.01% | 2924 |
|
|
2023
Q3 | $199 | Sell |
21
-12,536
| -100% | -$119K | ﹤0.01% | 3194 |
|
|
2023
Q2 | $130K | Buy |
12,557
+1,003
| +9% | +$10.4K | 0.01% | 1202 |
|
|
2023
Q1 | $288K | Sell |
11,554
-1,787
| -13% | -$44.6K | 0.01% | 797 |
|
|
2022
Q4 | $333K | Buy |
13,341
+660
| +5% | +$16.5K | 0.01% | 1088 |
|
|
2022
Q3 | $316K | Buy |
12,681
+1,956
| +18% | +$48.7K | 0.01% | 1162 |
|
|
2022
Q2 | $290K | Hold |
10,725
| – | – | 0.01% | 1094 |
|
|
2022
Q1 | $290K | Buy |
10,725
+9,542
| +807% | +$258K | 0.01% | 1094 |
|
|
2021
Q4 | $73K | Buy |
+1,183
| New | +$73K | ﹤0.01% | 1379 |
|