Rothschild Investment LLC’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6K | Buy |
470
+190
| +68% | +$1.86K | ﹤0.01% | 1552 |
|
|
2025
Q1 | $2.37K | Buy |
280
+30
| +12% | +$254 | ﹤0.01% | 1781 |
|
|
2024
Q4 | $2.59K | Buy |
250
+130
| +108% | +$1.34K | ﹤0.01% | 1652 |
|
|
2024
Q3 | $973 | Buy |
120
+60
| +100% | +$486 | ﹤0.01% | 2188 |
|
|
2024
Q2 | $724 | Buy |
60
+40
| +200% | +$483 | ﹤0.01% | 1828 |
|
|
2024
Q1 | $263 | Buy |
+20
| New | +$263 | ﹤0.01% | 1619 |
|