Principal Financial Group’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Sell |
12,108
-1,767
| -13% | -$17.3K | ﹤0.01% | 2164 |
|
|
2025
Q1 | $118K | Sell |
13,875
-1,119
| -7% | -$9.49K | ﹤0.01% | 2091 |
|
|
2024
Q4 | $155K | Sell |
14,994
-1,302
| -8% | -$13.5K | ﹤0.01% | 2125 |
|
|
2024
Q3 | $132K | Sell |
16,296
-7,183
| -31% | -$58.3K | ﹤0.01% | 2133 |
|
|
2024
Q2 | $283K | Buy |
23,479
+3,421
| +17% | +$41.3K | ﹤0.01% | 2066 |
|
|
2024
Q1 | $264K | Buy |
20,058
+2,556
| +15% | +$33.6K | ﹤0.01% | 2115 |
|
|
2023
Q4 | $217K | Buy |
17,502
+1,444
| +9% | +$17.9K | ﹤0.01% | 2147 |
|
|
2023
Q3 | $152K | Sell |
16,058
-49,886
| -76% | -$473K | ﹤0.01% | 2207 |
|
|
2023
Q2 | $684K | Buy |
65,944
+49,982
| +313% | +$519K | ﹤0.01% | 1896 |
|
|
2023
Q1 | $125K | Sell |
15,962
-908
| -5% | -$7.08K | ﹤0.01% | 2267 |
|
|
2022
Q4 | $168K | Sell |
16,870
-3,824
| -18% | -$38K | ﹤0.01% | 2226 |
|
|
2022
Q3 | $174K | Sell |
20,694
-490
| -2% | -$4.12K | ﹤0.01% | 2235 |
|
|
2022
Q2 | $130K | Sell |
21,184
-616,163
| -97% | -$3.78M | ﹤0.01% | 2360 |
|
|
2022
Q1 | $5.13M | Buy |
637,347
+78,006
| +14% | +$628K | ﹤0.01% | 1649 |
|
|
2021
Q4 | $8.42M | Buy |
+559,341
| New | +$8.42M | 0.01% | 1482 |
|