Ameriprise’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.37M | Sell |
114,886
-684,887
| -86% | -$10.7M | ﹤0.01% | 3148 |
|
|
2025
Q4 | $16M | Buy |
799,773
+5,129
| +0.6% | +$111K | ﹤0.01% | 1580 |
|
|
2025
Q3 | $19.7M | Sell |
794,644
-291,865
| -27% | -$8.46M | ﹤0.01% | 1412 |
|
|
2025
Q2 | $38.4M | Buy |
1,086,509
+242,084
| +29% | +$9.21M | 0.01% | 1002 |
|
|
2025
Q1 | $29.6M | Sell |
844,425
-305,415
| -27% | -$13.9M | 0.01% | 1095 |
|
|
2024
Q4 | $61.3M | Buy |
1,149,840
+172,219
| +18% | +$8.35M | 0.02% | 736 |
|
|
2024
Q3 | $37.6M | Buy |
977,621
+671,480
| +219% | +$24.8M | 0.01% | 985 |
|
|
2024
Q2 | $11M | Buy |
306,141
+466
| +0.2% | +$15K | ﹤0.01% | 1664 |
|
|
2024
Q1 | $9.71M | Sell |
305,675
-8,606
| -3% | -$232K | ﹤0.01% | 1809 |
|
|
2023
Q4 | $8.47M | Buy |
314,281
+63,313
| +25% | +$1.62M | ﹤0.01% | 1928 |
|
|
2023
Q3 | $5.8M | Sell |
250,968
-7,186
| -3% | -$148K | ﹤0.01% | 2169 |
|
|
2023
Q2 | $5.03M | Sell |
258,154
-64,954
| -20% | -$1.37M | ﹤0.01% | 2341 |
|
|
2023
Q1 | $6.69M | Buy |
323,108
+43,109
| +15% | +$665K | ﹤0.01% | 2107 |
|
|
2022
Q4 | $4.06M | Buy |
279,999
+1,099
| +0.4% | +$17.6K | ﹤0.01% | 2442 |
|
|
2022
Q3 | $3.81M | Sell |
278,900
-3,583
| -1% | -$45.4K | ﹤0.01% | 2417 |
|
|
2022
Q2 | $3.2M | Buy |
282,483
+13,092
| +5% | +$166K | ﹤0.01% | 2578 |
|
|
2022
Q1 | $4.13M | Buy |
269,391
+27,304
| +11% | +$382K | ﹤0.01% | 2551 |
|
|
2021
Q4 | $3.84M | Sell |
242,087
-2,787
| -1% | -$52.8K | ﹤0.01% | 2649 |
|
|
2021
Q3 | $4.71M | Sell |
244,874
-134,155
| -35% | -$2.6M | ﹤0.01% | 2431 |
|
|
2021
Q2 | $8.32M | Buy |
379,029
+26,829
| +8% | +$545K | ﹤0.01% | 2077 |
|
|
2021
Q1 | $7.74M | Buy |
352,200
+12,827
| +4% | +$400K | ﹤0.01% | 2075 |
|
|
2020
Q4 | $11.3M | Buy |
339,373
+233,687
| +221% | +$6.36M | ﹤0.01% | 1665 |
|
|
2020
Q3 | $2.43M | Buy |
+105,686
| New | +$2.57M | ﹤0.01% | 2553 |
|
Other funds holding VERX
VPM
TCM
VCM
