UBS AM’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 | $6.41M | Buy |
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|
2025
Q1 | $3.98M | Buy |
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|
2024
Q4 | $4.82M | Buy |
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|
2024
Q3 | $3.43M | Buy |
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|
2024
Q2 | $4.85M | Buy |
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|
2024
Q1 | $2.59M | Sell |
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|
2023
Q4 | $2.44M | Hold |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $509K | Hold |
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|
2023
Q1 | $509K | Hold |
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|
2022
Q4 | $649K | Buy |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $311K | Buy |
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