IFP Advisors’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $220 | Hold |
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|
2024
Q4 | $269 | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $260 | Hold |
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|
2023
Q3 | $199 | Sell |
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|
2023
Q2 | $130K | Buy |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $316K | Buy |
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|
2022
Q2 | $290K | Hold |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $73K | Buy |
|