Sumitomo Mitsui Trust Group’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,554,952
| Closed | -$13.2M | – | 1039 |
|
|
2025
Q1 | $13.2M | Sell |
1,554,952
-35,134
| -2% | -$298K | 0.01% | 670 |
|
|
2024
Q4 | $16.4M | Sell |
1,590,086
-272,139
| -15% | -$2.81M | 0.01% | 664 |
|
|
2024
Q3 | $15.1M | Buy |
1,862,225
+155,008
| +9% | +$1.26M | 0.01% | 677 |
|
|
2024
Q2 | $20.6M | Sell |
1,707,217
-151,764
| -8% | -$1.83M | 0.02% | 628 |
|
|
2024
Q1 | $24.4M | Sell |
1,858,981
-18,555
| -1% | -$244K | 0.02% | 673 |
|
|
2023
Q4 | $23.3M | Buy |
1,877,536
+372,291
| +25% | +$4.61M | 0.02% | 674 |
|
|
2023
Q3 | $14.3M | Buy |
+1,505,245
| New | +$14.3M | 0.01% | 742 |
|