JWA
AVDX

JFS Wealth Advisors’s AvidXchange AVDX Stock Holding History

JFS 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
Q2 		$20 Sell
2025
Q1 		$60 Sell
2024
Q4 		$104 Hold
2024
Q3 		$82 Sell
2024
Q2 		$411 Hold
2024
Q1 		$448 Sell
2023
Q4 		$434 Buy
2023
Q3 		$275 Buy
2023
Q2 		$73 Buy
2023
Q1 		$16 Buy