Wealth Enhancement Advisory Services’s AvidXchange AVDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$224K Buy
2025
Q2
$213K Buy
2025
Q1
$143K Buy
2024
Q4
$172K Buy
2024
Q3
$107K Buy
2024
Q2
$123K Sell
2024
Q1
$134K Buy
2023
Q4
$124K Buy
2023
Q3
$94.9K Buy