Raymond James Financial’s AvidXchange AVDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
22,524
+9,296
+70% +$91K ﹤0.01% 4432
2025
Q1
$112K Buy
13,228
+2,063
+18% +$17.5K ﹤0.01% 4484
2024
Q4
$115K Buy
+11,165
New +$115K ﹤0.01% 4471