Rockefeller Capital Management’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Sell |
64,622
-1,522,485
| -96% | -$14.9M | ﹤0.01% | 1486 |
|
|
2025
Q1 | $13.5M | Sell |
1,587,107
-86,751
| -5% | -$736K | 0.03% | 477 |
|
|
2024
Q4 | $17.3M | Sell |
1,673,858
-640,795
| -28% | -$6.63M | 0.04% | 383 |
|
|
2024
Q3 | $18.8M | Buy |
2,314,653
+538,956
| +30% | +$4.37M | 0.05% | 357 |
|
|
2024
Q2 | $21.4M | Buy |
1,775,697
+274,873
| +18% | +$3.32M | 0.06% | 297 |
|
|
2024
Q1 | $19.7M | Buy |
1,500,824
+537,466
| +56% | +$7.07M | 0.06% | 330 |
|
|
2023
Q4 | $11.9M | Buy |
+963,358
| New | +$11.9M | 0.04% | 407 |
|