Ameriprise’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.7M | Sell |
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|
2025
Q2 | $38.4M | Buy |
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|
2025
Q1 | $29.6M | Sell |
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|
2024
Q4 | $61.3M | Buy |
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|
2024
Q3 | $37.6M | Buy |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $9.71M | Sell |
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|
2023
Q4 | $8.47M | Buy |
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|
2023
Q3 | $5.8M | Sell |
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|
2023
Q2 | $5.03M | Sell |
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|
2023
Q1 | $6.69M | Buy |
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|
2022
Q4 | $4.06M | Buy |
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|
2022
Q3 | $3.81M | Sell |
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|
2022
Q2 | $3.2M | Buy |
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|
2022
Q1 | $4.13M | Buy |
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|
2021
Q4 | $3.84M | Sell |
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|
2021
Q3 | $4.71M | Sell |
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|
2021
Q2 | $8.32M | Buy |
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|
2021
Q1 | $7.74M | Buy |
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|
2020
Q4 | $11.3M | Buy |
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|
2020
Q3 | $2.43M | Buy |
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