Carolinas Wealth Consulting’s AvidXchange AVDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$144K	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%	-$471K	0.31%	48
2023 Q4	$1.97M	Hold	158,604	–	–	0.43%	39
2023 Q3	$1.37M	Sell	158,604 -26,670	-14%	-$279K	0.34%	45
2023 Q2	$1.92M	Buy	185,274 +23,112	+14%	+$208K	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	$1.36M	Hold	162,162	–	–	0.35%	46
2022 Q2	$996K	Hold	162,162	–	–	0.25%	49
2022 Q1	$1.3M	Buy	+162,162	New	+$1.64M	0.29%	50