UBS 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 | $3.81M | Sell |
388,808
-577,744
| -60% | -$5.66M | ﹤0.01% | 3288 |
|
|
2025
Q1 | $8.2M | Sell |
966,552
-18,569
| -2% | -$157K | ﹤0.01% | 2550 |
|
|
2024
Q4 | $10.2M | Buy |
985,121
+222,803
| +29% | +$2.3M | ﹤0.01% | 2319 |
|
|
2024
Q3 | $6.18M | Buy |
762,318
+363,335
| +91% | +$2.95M | ﹤0.01% | 2087 |
|
|
2024
Q2 | $4.81M | Sell |
398,983
-197,280
| -33% | -$2.38M | ﹤0.01% | 2162 |
|
|
2024
Q1 | $7.84M | Buy |
596,263
+47,309
| +9% | +$622K | ﹤0.01% | 1791 |
|
|
2023
Q4 | $6.8M | Buy |
548,954
+446,949
| +438% | +$5.54M | ﹤0.01% | 1731 |
|
|
2023
Q3 | $967K | Sell |
102,005
-15,513
| -13% | -$147K | ﹤0.01% | 3107 |
|
|
2023
Q2 | $1.22M | Buy |
117,518
+65,346
| +125% | +$678K | ﹤0.01% | 3129 |
|
|
2023
Q1 | $407K | Buy |
52,172
+11,919
| +30% | +$93K | ﹤0.01% | 3848 |
|
|
2022
Q4 | $400K | Buy |
40,253
+40,103
| +26,735% | +$399K | ﹤0.01% | 3869 |
|
|
2022
Q3 | $1K | Sell |
150
-3,433
| -96% | -$22.9K | ﹤0.01% | 8815 |
|
|
2022
Q2 | $22K | Sell |
3,583
-498,895
| -99% | -$3.06M | ﹤0.01% | 5708 |
|
|
2022
Q1 | $4.05M | Buy |
502,478
+491,849
| +4,627% | +$3.96M | ﹤0.01% | 2099 |
|
|
2021
Q4 | $161K | Buy |
+10,629
| New | +$161K | ﹤0.01% | 4823 |
|