Carolinas Wealth Consulting’s AvidXchange AVDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-104,586
| Closed | -$887K | – | 71 |
|
|
2025
Q1 | $887K | Hold |
104,586
| – | – | 0.19% | 68 |
|
|
2024
Q4 | $1.08M | Sell |
104,586
-14,779
| -12% | -$153K | 0.21% | 61 |
|
|
2024
Q3 | $968K | Hold |
119,365
| – | – | 0.18% | 70 |
|
|
2024
Q2 | $1.44M | Hold |
119,365
| – | – | 0.28% | 51 |
|
|
2024
Q1 | $1.57M | Sell |
119,365
-39,239
| -25% | -$516K | 0.31% | 48 |
|
|
2023
Q4 | $1.97M | Hold |
158,604
| – | – | 0.43% | 39 |
|
|
2023
Q3 | $1.37M | Sell |
158,604
-26,670
| -14% | -$230K | 0.34% | 45 |
|
|
2023
Q2 | $1.92M | Buy |
185,274
+23,112
| +14% | +$240K | 0.38% | 50 |
|
|
2023
Q1 | $1.26M | Hold |
162,162
| – | – | 0.27% | 58 |
|
|
2022
Q4 | $1.61M | Hold |
162,162
| – | – | 0.36% | 48 |
|
|
2022
Q3 | $1.37M | Hold |
162,162
| – | – | 0.35% | 46 |
|
|
2022
Q2 | $996K | Hold |
162,162
| – | – | 0.25% | 49 |
|
|
2022
Q1 | $1.31M | Buy |
+162,162
| New | +$1.31M | 0.29% | 50 |
|