Baird Financial Group’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Sell |
108,380
-9,674
| -8% | -$342K | 0.01% | 805 |
|
|
2025
Q1 | $4.13M | Sell |
118,054
-306
| -0.3% | -$10.7K | 0.01% | 741 |
|
|
2024
Q4 | $6.31M | Sell |
118,360
-3,355
| -3% | -$179K | 0.01% | 610 |
|
|
2024
Q3 | $4.69M | Buy |
121,715
+33,376
| +38% | +$1.29M | 0.01% | 689 |
|
|
2024
Q2 | $3.18M | Buy |
+88,339
| New | +$3.18M | 0.01% | 812 |
|