Morgan Stanley’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Sell |
648,509
-426,732
| -40% | -$4.18M | ﹤0.01% | 3850 |
|
|
2025
Q1 | $9.12M | Sell |
1,075,241
-440,783
| -29% | -$3.74M | ﹤0.01% | 3422 |
|
|
2024
Q4 | $15.7M | Sell |
1,516,024
-116,143
| -7% | -$1.2M | ﹤0.01% | 2990 |
|
|
2024
Q3 | $13.2M | Sell |
1,632,167
-1,317,867
| -45% | -$10.7M | ﹤0.01% | 3207 |
|
|
2024
Q2 | $35.6M | Sell |
2,950,034
-646,425
| -18% | -$7.8M | ﹤0.01% | 2069 |
|
|
2024
Q1 | $47.3M | Sell |
3,596,459
-8,349,047
| -70% | -$110M | ﹤0.01% | 1809 |
|
|
2023
Q4 | $148M | Buy |
11,945,506
+10,051,263
| +531% | +$125M | 0.01% | 1370 |
|
|
2023
Q3 | $18M | Sell |
1,894,243
-540,787
| -22% | -$5.13M | ﹤0.01% | 2569 |
|
|
2023
Q2 | $25.3M | Buy |
2,435,030
+1,430,404
| +142% | +$14.8M | ﹤0.01% | 2234 |
|
|
2023
Q1 | $7.84M | Buy |
1,004,626
+509,367
| +103% | +$3.97M | ﹤0.01% | 3378 |
|
|
2022
Q4 | $4.92M | Sell |
495,259
-2,285,189
| -82% | -$22.7M | ﹤0.01% | 3780 |
|
|
2022
Q3 | $23.4M | Sell |
2,780,448
-25,356
| -0.9% | -$214K | ﹤0.01% | 2028 |
|
|
2022
Q2 | $17.2M | Buy |
2,805,804
+2,449,743
| +688% | +$15M | ﹤0.01% | 2451 |
|
|
2022
Q1 | $2.87M | Sell |
356,061
-420,331
| -54% | -$3.38M | ﹤0.01% | 4241 |
|
|
2021
Q4 | $11.7M | Buy |
+776,392
| New | +$11.7M | ﹤0.01% | 2776 |
|