Larson Financial Group’s AvidXchange AVDX Stock Holding History

Larson Financial Group’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	-65	Closed	-$647	–	3475
2025 Q3	$647	Hold	65	–	–	﹤0.01%	3036
2025 Q2	$636	Buy	65 +8	+14%	+$72	﹤0.01%	2791
2025 Q1	$483	Buy	57 +41	+256%	+$379	﹤0.01%	2585
2024 Q4	$165	Buy	+16	New	+$156	﹤0.01%	2496

Other funds holding AVDX

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

Larson Financial Group's AVDX Position: Q4 2025 in Review

Larson Financial Group sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 65 shares — an estimated $647 sold.

Larson Financial Group first reported a position in AVDX in Q4 2024 and held it in 4 quarters. The position peaked at $647 in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Larson Financial Group reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Larson Financial Group sold 65 AvidXchange shares in Q4 2025, an estimated $647.
Larson Financial Group first reported a position in AvidXchange in Q4 2024 and held it in 4 quarters.
Larson Financial Group's AvidXchange position peaked at $647 in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.