Principal Financial Group’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Sell |
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|
2025
Q1 | $118K | Sell |
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|
2024
Q4 | $155K | Sell |
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|
2024
Q3 | $132K | Sell |
|
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|
2024
Q2 | $283K | Buy |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | $152K | Sell |
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|
2023
Q2 | $684K | Buy |
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|
2023
Q1 | $125K | Sell |
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|
2022
Q4 | $168K | Sell |
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|
2022
Q3 | $174K | Sell |
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|
2022
Q2 | $130K | Sell |
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|
2022
Q1 | $5.13M | Buy |
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|
2021
Q4 | $8.42M | Buy |
|