KeyBank National Association’s AvidXchange AVDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Sell |
16,724
-12,779
| -43% | -$125K | ﹤0.01% | 1142 |
|
|
2025
Q1 | $250K | Buy |
29,503
+8,577
| +41% | +$72.7K | ﹤0.01% | 1031 |
|
|
2024
Q4 | $216K | Hold |
20,926
| – | – | ﹤0.01% | 1094 |
|
|
2024
Q3 | $170K | Hold |
20,926
| – | – | ﹤0.01% | 1106 |
|
|
2024
Q2 | $252K | Buy |
20,926
+8,925
| +74% | +$108K | ﹤0.01% | 979 |
|
|
2024
Q1 | $158K | Buy |
+12,001
| New | +$158K | ﹤0.01% | 1063 |
|
|
2023
Q3 | – | Sell |
-35,288
| Closed | -$366K | – | 1026 |
|
|
2023
Q2 | $366K | Sell |
35,288
-360,000
| -91% | -$3.74M | ﹤0.01% | 816 |
|
|
2023
Q1 | $3.08M | Hold |
395,288
| – | – | 0.01% | 319 |
|
|
2022
Q4 | $3.93M | Hold |
395,288
| – | – | 0.02% | 290 |
|
|
2022
Q3 | $3.33M | Hold |
395,288
| – | – | 0.02% | 297 |
|
|
2022
Q2 | $2.43M | Sell |
395,288
-395,288
| -50% | -$2.43M | 0.01% | 334 |
|
|
2022
Q1 | $6.36M | Sell |
790,576
-790,576
| -50% | -$6.36M | 0.03% | 244 |
|
|
2021
Q4 | $24.2M | Buy |
+1,581,152
| New | +$24.2M | 0.1% | 157 |
|