PWMG
AVDX icon

Private Wealth Management Group’s AvidXchange AVDX Stock Holding History

Private Wealth Management Group’s Portfolio AVDX Stock Details AVDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-187
Closed -$1.59K – 1507
2025
Q1 		$1.59K Hold
187
– – ﹤0.01% 1130
2024
Q4 		$1.93K Hold
187
– – ﹤0.01% 1095
2024
Q3 		$1.52K Buy
+187
New +$1.52K ﹤0.01% 1169