EverSource Wealth Advisors’s AvidXchange AVDX Stock Holding History

EverSource Wealth Advisors’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	-537	Closed	-$5.34K	–	4287
2025 Q3	$5.34K	Buy	537 +14	+3%	+$139	﹤0.01%	3130
2025 Q2	$5.12K	Buy	523 +277	+113%	+$2.5K	﹤0.01%	3153
2025 Q1	$2.09K	Buy	246 +136	+124%	+$1.26K	﹤0.01%	2909
2024 Q4	$1.14K	Buy	110 +45	+69%	+$439	﹤0.01%	2920
2024 Q3	$527	Hold	65	–	–	﹤0.01%	2869
2024 Q2	$581	Buy	+65	New	+$742	﹤0.01%	2856

Other funds holding AVDX

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

EverSource Wealth Advisors's AVDX Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 537 shares — an estimated $5.34K sold.

EverSource Wealth Advisors first reported a position in AVDX in Q2 2024 and held it in 6 quarters. The position peaked at $5.34K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

EverSource Wealth Advisors reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 537 AvidXchange shares in Q4 2025, an estimated $5.34K.
EverSource Wealth Advisors first reported a position in AvidXchange in Q2 2024 and held it in 6 quarters.
EverSource Wealth Advisors's AvidXchange position peaked at $5.34K in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.