JPL Wealth Management’s AvidXchange AVDX Stock Holding History

JPL Wealth Management’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	-75	Closed	-$747	–	193
2025 Q3	$747	Buy	+75	New	+$742	﹤0.01%	1032

Other funds holding AVDX

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

JPL Wealth Management's AVDX Position: Q4 2025 in Review

JPL Wealth Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 75 shares — an estimated $747 sold.

JPL Wealth Management first reported a position in AVDX in Q3 2025 and held it in 1 quarter. The position peaked at $747 in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

JPL Wealth Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
JPL Wealth Management sold 75 AvidXchange shares in Q4 2025, an estimated $747.
JPL Wealth Management first reported a position in AvidXchange in Q3 2025 and held it in 1 quarter.
JPL Wealth Management's AvidXchange position peaked at $747 in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.