Welch Group’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-40,119
| Closed | -$497K | – | 235 |
|
|
2023
Q4 | $497K | Hold |
40,119
| – | – | 0.03% | 124 |
|
|
2023
Q3 | $380K | Hold |
40,119
| – | – | 0.02% | 131 |
|
|
2023
Q2 | $416K | Sell |
40,119
-40,118
| -50% | -$416K | 0.02% | 127 |
|
|
2023
Q1 | $626K | Hold |
80,237
| – | – | 0.04% | 96 |
|
|
2022
Q4 | $798K | Hold |
80,237
| – | – | 0.05% | 91 |
|
|
2022
Q3 | $676K | Buy |
+80,237
| New | +$676K | 0.04% | 88 |
|