Ownership history in CWM, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which CWM, LLC reported a position in AVIDXCHANGE HOLDINGS INC (AVDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 19,534 | -412 | -2.1% | 0.00% | $194K | — |
| 2025 Q2 | ADDED | 19,946 | +12,990 | +186.7% | 0.00% | $195K | — |
| 2025 Q1 | REDUCED | 6,956 | -1,620 | -18.9% | 0.00% | $59K | — |
| 2024 Q4 | ADDED | 8,576 | +1,805 | +26.7% | 0.00% | $89K | — |
| 2024 Q3 | ADDED | 6,771 | +6,679 | +7259.8% | 0.00% | $55K | — |
| 2024 Q2 | INITIATED | 92 | — | — | 0.00% | $1K | — |