Nisa Investment 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 | $63.4K | Buy |
6,481
+504
| +8% | +$4.93K | ﹤0.01% | 1533 |
|
|
2025
Q1 | $50.7K | Sell |
5,977
-674
| -10% | -$5.72K | ﹤0.01% | 1589 |
|
|
2024
Q4 | $68.8K | Buy |
6,651
+693
| +12% | +$7.17K | ﹤0.01% | 1584 |
|
|
2024
Q3 | $48.3K | Sell |
5,958
-157
| -3% | -$1.27K | ﹤0.01% | 1654 |
|
|
2024
Q2 | $73.7K | Buy |
6,115
+181
| +3% | +$2.18K | ﹤0.01% | 1553 |
|
|
2024
Q1 | $78K | Buy |
5,934
+124
| +2% | +$1.63K | ﹤0.01% | 1545 |
|
|
2023
Q4 | $72K | Hold |
5,810
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q3 | $55.1K | Hold |
5,810
| – | – | ﹤0.01% | 1694 |
|
|
2023
Q2 | $60.3K | Sell |
5,810
-440
| -7% | -$4.57K | ﹤0.01% | 1689 |
|
|
2023
Q1 | $49K | Hold |
6,250
| – | – | ﹤0.01% | 1721 |
|
|
2022
Q4 | $62K | Hold |
6,250
| – | – | ﹤0.01% | 1708 |
|
|
2022
Q3 | $57K | Buy |
6,250
+110
| +2% | +$1K | ﹤0.01% | 1695 |
|
|
2022
Q2 | $38K | Buy |
+6,140
| New | +$38K | ﹤0.01% | 1822 |
|