Wells Fargo’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Sell |
88,338
-14,852
| -14% | -$145K | ﹤0.01% | 3446 |
|
|
2025
Q1 | $875K | Buy |
103,190
+267
| +0.3% | +$2.26K | ﹤0.01% | 3334 |
|
|
2024
Q4 | $1.06M | Buy |
102,923
+15,243
| +17% | +$158K | ﹤0.01% | 3234 |
|
|
2024
Q3 | $711K | Buy |
87,680
+11,715
| +15% | +$95K | ﹤0.01% | 3415 |
|
|
2024
Q2 | $916K | Buy |
75,965
+2,047
| +3% | +$24.7K | ﹤0.01% | 3234 |
|
|
2024
Q1 | $972K | Buy |
73,918
+12,638
| +21% | +$166K | ﹤0.01% | 3161 |
|
|
2023
Q4 | $759K | Buy |
61,280
+8,586
| +16% | +$106K | ﹤0.01% | 3277 |
|
|
2023
Q3 | $500K | Sell |
52,694
-31,968
| -38% | -$303K | ﹤0.01% | 3514 |
|
|
2023
Q2 | $879K | Buy |
84,662
+33,869
| +67% | +$352K | ﹤0.01% | 3368 |
|
|
2023
Q1 | $396K | Buy |
50,793
+30,032
| +145% | +$234K | ﹤0.01% | 3757 |
|
|
2022
Q4 | $206K | Buy |
20,761
+17,170
| +478% | +$171K | ﹤0.01% | 3891 |
|
|
2022
Q3 | $31K | Buy |
3,591
+451
| +14% | +$3.89K | ﹤0.01% | 4856 |
|
|
2022
Q2 | $19K | Sell |
3,140
-2,567
| -45% | -$15.5K | ﹤0.01% | 5179 |
|
|
2022
Q1 | $46K | Sell |
5,707
-9,025
| -61% | -$72.7K | ﹤0.01% | 5363 |
|
|
2021
Q4 | $222K | Buy |
+14,732
| New | +$222K | ﹤0.01% | 4850 |
|