Wellington Management Group’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-58,870
| Closed | -$459K | – | 1815 |
|
|
2023
Q1 | $459K | Buy |
58,870
+6,871
| +13% | +$53.6K | ﹤0.01% | 1849 |
|
|
2022
Q4 | $517K | Sell |
51,999
-51,503
| -50% | -$512K | ﹤0.01% | 1802 |
|
|
2022
Q3 | $871K | Buy |
103,502
+10,558
| +11% | +$88.8K | ﹤0.01% | 1685 |
|
|
2022
Q2 | $571K | Buy |
92,944
+45,413
| +96% | +$279K | ﹤0.01% | 1797 |
|
|
2022
Q1 | $383K | Buy |
+47,531
| New | +$383K | ﹤0.01% | 1964 |
|