Rothschild Investment LLC’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
$4.6K Buy
2025
Q1
$2.37K Buy
2024
Q4
$2.58K Buy
2024
Q3
$973 Buy
2024
Q2
$724 Buy
2024
Q1
$263 Buy