Anchor Investment Management’s AvidXchange AVDX Stock Holding History

Anchor Investment Management’s Portfolio AVDX Stock Details AVDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-300	Closed	-$2.98K	–	1051
2025 Q3	$2.98K	Hold	300	–	–	﹤0.01%	953
2025 Q2	$2.94K	Hold	300	–	–	﹤0.01%	930
2025 Q1	$2.54K	Hold	300	–	–	﹤0.01%	934
2024 Q4	$3.1K	Hold	300	–	–	﹤0.01%	911
2024 Q3	$2.43K	Hold	300	–	–	﹤0.01%	927
2024 Q2	$3.62K	Hold	300	–	–	﹤0.01%	868
2024 Q1	$3.94K	Hold	300	–	–	﹤0.01%	887
2023 Q4	$3.72K	Hold	300	–	–	﹤0.01%	842
2023 Q3	$2.84K	Hold	300	–	–	﹤0.01%	876
2023 Q2	$3.11K	Buy	+300	New	+$2.7K	﹤0.01%	864

Other funds holding AVDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Anchor Investment Management's AVDX Position: Q4 2025 in Review

Anchor Investment Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 300 shares — an estimated $2.98K sold.

Anchor Investment Management first reported a position in AVDX in Q2 2023 and held it in 10 quarters. The position peaked at $3.94K in Q1 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Anchor Investment Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Anchor Investment Management sold 300 AvidXchange shares in Q4 2025, an estimated $2.98K.
Anchor Investment Management first reported a position in AvidXchange in Q2 2023 and held it in 10 quarters.
Anchor Investment Management's AvidXchange position peaked at $3.94K in Q1 2024.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Anchor Investment Management's 13F filing for Q4 2025, filed 26 Feb 2026.