Prosperity Consulting Group’s AvidXchange AVDX Stock Holding History

Prosperity Consulting 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	-46,860	Closed	-$466K	–	504
2025 Q3	$466K	Sell	46,860 -5,528	-11%	-$54.7K	0.02%	347
2025 Q2	$513K	Hold	52,388	–	–	0.04%	304
2025 Q1	$444K	Hold	52,388	–	–	0.03%	313
2024 Q4	$542K	Hold	52,388	–	–	0.04%	304
2024 Q3	$425K	Buy	+52,388	New	+$493K	0.03%	331

Other funds holding AVDX

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

Prosperity Consulting Group's AVDX Position: Q4 2025 in Review

Prosperity Consulting Group sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 46,860 shares — an estimated $466K sold.

Prosperity Consulting Group first reported a position in AVDX in Q3 2024 and held it in 5 quarters. The position peaked at $542K in Q4 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Prosperity Consulting Group reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Prosperity Consulting Group sold 46,860 AvidXchange shares in Q4 2025, an estimated $466K.
Prosperity Consulting Group first reported a position in AvidXchange in Q3 2024 and held it in 5 quarters.
Prosperity Consulting Group's AvidXchange position peaked at $542K in Q4 2024.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Prosperity Consulting Group's 13F filing for Q4 2025, filed 17 Feb 2026.