A detailed history of Carolinas Wealth Consulting LLC transactions in Avid Xchange Holdings, Inc. stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 119,365 shares of AVDX stock, worth $1.26 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
119,365
Previous 119,365 -0.0%
Holding current value
$1.26 Million
Previous $1.44 Million 32.66%
% of portfolio
0.17%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$10.52 - $13.29 $412,794 - $521,486
-39,239 Reduced 24.74%
119,365 $1.57 Million
Q3 2023

Nov 14, 2023

SELL
$8.96 - $12.45 $238,963 - $332,041
-26,670 Reduced 14.39%
158,604 $1.5 Million
Q2 2023

Aug 14, 2023

BUY
$7.1 - $11.27 $164,095 - $260,472
23,112 Added 14.25%
185,274 $1.92 Million
Q1 2022

May 17, 2022

BUY
$6.62 - $15.93 $1.07 Million - $2.58 Million
162,162 New
162,162 $1.31 Million

Others Institutions Holding AVDX

About AvidXchange Holdings, Inc.


  • Ticker AVDX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 198,099,008
  • Market Cap $2.09B
  • Description
  • AvidXchange Holdings, Inc. provides accounts payable (AP) automation software and payment solutions for middle market businesses and their suppliers in North America. The company offers AP automation software, a SaaS-based solution that automates and digitizes capture, review, approval, and payment of invoices for buyers; the AvidPay network tha...
More about AVDX
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