Carson Wealth (CWM LLC)
AVDX

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

Carson Wealth (CWM LLC)’s Portfolio AVDX Stock Details AVDX Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
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