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 Q4	–	Sell	-19,534	Closed	-$194K	–	5368
2025 Q3	$194K	Sell	19,534 -412	-2%	-$4.08K	﹤0.01%	2466
2025 Q2	$195K	Buy	19,946 +12,990	+187%	+$117K	﹤0.01%	2198
2025 Q1	$59K	Sell	6,956 -1,620	-19%	-$15K	﹤0.01%	2832
2024 Q4	$89K	Buy	8,576 +1,805	+27%	+$17.6K	﹤0.01%	2359
2024 Q3	$55K	Buy	6,771 +6,679	+7,260%	+$62.9K	﹤0.01%	2611
2024 Q2	$1K	Buy	92 +79	+608%	+$902	﹤0.01%	4310
2024 Q1	$0	Hold	13	–	–	﹤0.01%	4306
2023 Q4	$0	Buy	+13	New	+$130	﹤0.01%	4128

Other funds holding AVDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVDX Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 19,534 shares — an estimated $194K sold.

Carson Wealth (CWM LLC) first reported a position in AVDX in Q4 2023 and held it in 8 quarters. The position peaked at $195K in Q2 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 19,534 AvidXchange shares in Q4 2025, an estimated $194K.
Carson Wealth (CWM LLC) first reported a position in AvidXchange in Q4 2023 and held it in 8 quarters.
Carson Wealth (CWM LLC)'s AvidXchange position peaked at $195K in Q2 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.