True Wealth Design’s AvidXchange AVDX Stock Holding History

True Wealth Design’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	-350	Closed	-$3.48K	–	2579
2025 Q3	$3.48K	Hold	350	–	–	﹤0.01%	1230
2025 Q2	$3.43K	Buy	350 +303	+645%	+$2.73K	﹤0.01%	963
2025 Q1	$399	Sell	47 -295	-86%	-$2.73K	﹤0.01%	1645
2024 Q4	$3.54K	Buy	342 +37	+12%	+$361	﹤0.01%	604
2024 Q3	$2.47K	Buy	+305	New	+$2.87K	﹤0.01%	731

Other funds holding AVDX

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

True Wealth Design's AVDX Position: Q4 2025 in Review

True Wealth Design sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 350 shares — an estimated $3.48K sold.

True Wealth Design first reported a position in AVDX in Q3 2024 and held it in 5 quarters. The position peaked at $3.54K in Q4 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

True Wealth Design reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 350 AvidXchange shares in Q4 2025, an estimated $3.48K.
True Wealth Design first reported a position in AvidXchange in Q3 2024 and held it in 5 quarters.
True Wealth Design's AvidXchange position peaked at $3.54K in Q4 2024.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.