Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s AvidXchange AVDX Stock Holding History

Carson Wealth (CWM LLC)’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 Q3	$194K	Sell
2025 Q2	$195K	Buy
2025 Q1	$59K	Sell
2024 Q4	$89K	Buy
2024 Q3	$55K	Buy
2024 Q2	$1K	Buy
2024 Q1	$0	Hold
2023 Q4	$0	Buy