Summit Securities 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	-2,402	Closed	-$20.4K	–	950
2025 Q1	$20.4K	Buy	+2,402	New	+$20.4K	﹤0.01%	340
2024 Q4	–	Sell	-418	Closed	-$3K	–	510
2024 Q3	$3K	Buy	+418	New	+$3K	﹤0.01%	332