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 Q4	–	Sell	-2	Closed	-$20	–	1921
2025 Q3	$20	Hold	2	–	–	﹤0.01%	1887
2025 Q2	$20	Sell	2 -5	-71%	-$45	﹤0.01%	1851
2025 Q1	$60	Sell	7 -3	-30%	-$28	﹤0.01%	1893
2024 Q4	$104	Hold	10	–	–	﹤0.01%	1883
2024 Q3	$82	Sell	10 -24	-71%	-$226	﹤0.01%	1913
2024 Q2	$411	Hold	34	–	–	﹤0.01%	1828
2024 Q1	$448	Sell	34 -1	-3%	-$12	﹤0.01%	1805
2023 Q4	$434	Buy	35 +6	+21%	+$60	﹤0.01%	1826
2023 Q3	$275	Buy	29 +22	+314%	+$230	﹤0.01%	1824
2023 Q2	$73	Buy	7 +5	+250%	+$45	﹤0.01%	1937
2023 Q1	$16	Buy	+2	New	+$19	﹤0.01%	1946

Other funds holding AVDX

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

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

JFS Wealth Advisors sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 2 shares — an estimated $20 sold.

JFS Wealth Advisors first reported a position in AVDX in Q1 2023 and held it in 11 quarters. The position peaked at $448 in Q1 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

JFS Wealth Advisors reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
JFS Wealth Advisors sold 2 AvidXchange shares in Q4 2025, an estimated $20.
JFS Wealth Advisors first reported a position in AvidXchange in Q1 2023 and held it in 11 quarters.
JFS Wealth Advisors's AvidXchange position peaked at $448 in Q1 2024.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.