Simplex Trading’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29K | Sell |
3,000
-89,530
| -97% | -$865K | ﹤0.01% | 1564 |
|
|
2025
Q1 | $784K | Buy |
+92,530
| New | +$784K | ﹤0.01% | 433 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2460 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2296 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2438 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2388 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2413 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2297 |
|
|
2023
Q2 | – | Sell |
-4,655
| Closed | -$36K | – | 2399 |
|
|
2023
Q1 | $36K | Buy |
+4,655
| New | +$36K | ﹤0.01% | 1329 |
|
|
2022
Q4 | – | Sell |
-5,162
| Closed | -$43K | – | 2536 |
|
|
2022
Q3 | $43K | Buy |
5,162
+2,835
| +122% | +$23.6K | ﹤0.01% | 1476 |
|
|
2022
Q2 | $14K | Buy |
2,327
+1,412
| +154% | +$8.5K | ﹤0.01% | 1862 |
|
|
2022
Q1 | $7K | Buy |
+915
| New | +$7K | ﹤0.01% | 2366 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3007 |
|