SEI Investments’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+22,229
| New | +$218K | ﹤0.01% | 2531 |
|
|
2025
Q1 | – | Sell |
-59,276
| Closed | -$613K | – | 2765 |
|
|
2024
Q4 | $613K | Buy |
+59,276
| New | +$613K | ﹤0.01% | 2115 |
|
|
2024
Q3 | – | Sell |
-72,153
| Closed | -$870K | – | 2686 |
|
|
2024
Q2 | $870K | Buy |
72,153
+4,866
| +7% | +$58.7K | ﹤0.01% | 1963 |
|
|
2024
Q1 | $885K | Sell |
67,287
-21,473
| -24% | -$282K | ﹤0.01% | 1927 |
|
|
2023
Q4 | $1.1M | Sell |
88,760
-13,947
| -14% | -$173K | ﹤0.01% | 1844 |
|
|
2023
Q3 | $974K | Buy |
102,707
+496
| +0.5% | +$4.7K | ﹤0.01% | 1891 |
|
|
2023
Q2 | $1.06M | Buy |
+102,211
| New | +$1.06M | ﹤0.01% | 1854 |
|