Wealth Enhancement Advisory Services’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
21,627
+4,789
| +28% | +$47.2K | ﹤0.01% | 2919 |
|
|
2025
Q1 | $143K | Buy |
16,838
+209
| +1% | +$1.77K | ﹤0.01% | 2669 |
|
|
2024
Q4 | $172K | Buy |
16,629
+3,418
| +26% | +$35.3K | ﹤0.01% | 2701 |
|
|
2024
Q3 | $107K | Buy |
13,211
+3,019
| +30% | +$24.5K | ﹤0.01% | 2517 |
|
|
2024
Q2 | $123K | Sell |
10,192
-11
| -0.1% | -$133 | ﹤0.01% | 2370 |
|
|
2024
Q1 | $134K | Buy |
10,203
+187
| +2% | +$2.46K | ﹤0.01% | 2263 |
|
|
2023
Q4 | $124K | Buy |
10,016
+10
| +0.1% | +$124 | ﹤0.01% | 2144 |
|
|
2023
Q3 | $94.9K | Buy |
+10,006
| New | +$94.9K | ﹤0.01% | 2088 |
|