Zurich Cantonal Bank’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Buy |
75,899
+45,735
| +152% | +$448K | ﹤0.01% | 1414 |
|
|
2025
Q1 | $256K | Buy |
30,164
+5,006
| +20% | +$42.5K | ﹤0.01% | 1970 |
|
|
2024
Q4 | $260K | Hold |
25,158
| – | – | ﹤0.01% | 2029 |
|
|
2024
Q3 | $204K | Hold |
25,158
| – | – | ﹤0.01% | 2097 |
|
|
2024
Q2 | $303K | Sell |
25,158
-9,243
| -27% | -$111K | ﹤0.01% | 1817 |
|
|
2024
Q1 | $452K | Buy |
34,401
+2,823
| +9% | +$37.1K | ﹤0.01% | 1533 |
|
|
2023
Q4 | $391K | Hold |
31,578
| – | – | ﹤0.01% | 1673 |
|
|
2023
Q3 | $299K | Buy |
31,578
+8,438
| +36% | +$80K | ﹤0.01% | 1704 |
|
|
2023
Q2 | $240K | Buy |
23,140
+9,828
| +74% | +$102K | ﹤0.01% | 1803 |
|
|
2023
Q1 | $104K | Hold |
13,312
| – | – | ﹤0.01% | 2262 |
|
|
2022
Q4 | $132K | Buy |
13,312
+9,124
| +218% | +$90.7K | ﹤0.01% | 2090 |
|
|
2022
Q3 | $35K | Buy |
+4,188
| New | +$35K | ﹤0.01% | 2689 |
|