Bank Julius Baer & Co’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.56M Sell
100,838
-48,729
-33% -$1.72M 0.01% 280
2025
Q1
$5.37M Sell
149,567
-65,535
-30% -$2.35M 0.02% 244
2024
Q4
$11.5M Buy
215,102
+24,383
+13% +$1.31M 0.04% 195
2024
Q3
$7.44M Buy
+190,719
New +$7.44M 0.03% 211