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 |
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|
2025
Q1 | $887K | Hold |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $968K | Hold |
|
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|
2024
Q2 | $1.44M | Hold |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.97M | Hold |
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|
2023
Q3 | $1.37M | Sell |
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|
2023
Q2 | $1.92M | Buy |
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|
2023
Q1 | $1.26M | Hold |
|
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|
2022
Q4 | $1.61M | Hold |
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|
2022
Q3 | $1.36M | Hold |
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|
2022
Q2 | $996K | Hold |
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|
2022
Q1 | $1.3M | Buy |
|