Petrus Trust Company’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-36,342
| Closed | -$295K | – | 593 |
|
|
2024
Q3 | $295K | Buy |
36,342
+12,314
| +51% | +$99.9K | 0.03% | 412 |
|
|
2024
Q2 | $290K | Buy |
24,028
+12,395
| +107% | +$149K | 0.03% | 447 |
|
|
2024
Q1 | $153K | Buy |
+11,633
| New | +$153K | 0.01% | 596 |
|
|
2023
Q4 | – | Sell |
-41,167
| Closed | -$390K | – | 604 |
|
|
2023
Q3 | $390K | Hold |
41,167
| – | – | 0.04% | 277 |
|
|
2023
Q2 | $427K | Buy |
41,167
+24,981
| +154% | +$259K | 0.05% | 219 |
|
|
2023
Q1 | $126K | Buy |
+16,186
| New | +$126K | 0.02% | 510 |
|