Carson Wealth (CWM LLC)’s AvidXchange AVDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
19,946
+12,990
| +187% | +$127K | ﹤0.01% | 2196 |
|
|
2025
Q1 | $59K | Sell |
6,956
-1,620
| -19% | -$13.7K | ﹤0.01% | 2829 |
|
|
2024
Q4 | $89K | Buy |
8,576
+1,805
| +27% | +$18.7K | ﹤0.01% | 2357 |
|
|
2024
Q3 | $55K | Buy |
6,771
+6,679
| +7,260% | +$54.3K | ﹤0.01% | 2609 |
|
|
2024
Q2 | $1K | Buy |
92
+79
| +608% | +$859 | ﹤0.01% | 4308 |
|
|
2024
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 4300 |
|
|
2023
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 4121 |
|