Physician Wealth Advisors’s AvidXchange AVDX Stock Holding History

Physician 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	-53	Closed	-$528	–	2043
2025 Q3	$528	Hold	53	–	–	﹤0.01%	1786
2025 Q2	$519	Buy	+53	New	+$478	﹤0.01%	1699

Other funds holding AVDX

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

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

Physician Wealth Advisors sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 53 shares — an estimated $528 sold.

Physician Wealth Advisors first reported a position in AVDX in Q2 2025 and held it in 2 quarters. The position peaked at $528 in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Physician Wealth Advisors reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 53 AvidXchange shares in Q4 2025, an estimated $528.
Physician Wealth Advisors first reported a position in AvidXchange in Q2 2025 and held it in 2 quarters.
Physician Wealth Advisors's AvidXchange position peaked at $528 in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.