Bank of America’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
285,042
-383,400
| -57% | -$13.5M | ﹤0.01% | 2756 |
|
|
2025
Q1 | $23.4M | Buy |
668,442
+116,822
| +21% | +$4.09M | ﹤0.01% | 1977 |
|
|
2024
Q4 | $29.4M | Buy |
551,620
+178,367
| +48% | +$9.52M | ﹤0.01% | 1668 |
|
|
2024
Q3 | $14.4M | Sell |
373,253
-111,354
| -23% | -$4.29M | ﹤0.01% | 2336 |
|
|
2024
Q2 | $17.5M | Buy |
484,607
+96,248
| +25% | +$3.47M | ﹤0.01% | 2089 |
|
|
2024
Q1 | $12.3M | Sell |
388,359
-94,074
| -19% | -$2.99M | ﹤0.01% | 2375 |
|
|
2023
Q4 | $13M | Sell |
482,433
-35,200
| -7% | -$948K | ﹤0.01% | 2170 |
|
|
2023
Q3 | $12M | Buy |
517,633
+80,280
| +18% | +$1.85M | ﹤0.01% | 2180 |
|
|
2023
Q2 | $8.53M | Buy |
437,353
+135,591
| +45% | +$2.64M | ﹤0.01% | 2429 |
|
|
2023
Q1 | $6.24M | Sell |
301,762
-48,326
| -14% | -$1,000K | ﹤0.01% | 2830 |
|
|
2022
Q4 | $5.08M | Buy |
350,088
+5,623
| +2% | +$81.6K | ﹤0.01% | 2878 |
|
|
2022
Q3 | $4.71M | Sell |
344,465
-9,015
| -3% | -$123K | ﹤0.01% | 2883 |
|
|
2022
Q2 | $4M | Sell |
353,480
-35,527
| -9% | -$402K | ﹤0.01% | 3138 |
|
|
2022
Q1 | $5.97M | Buy |
389,007
+98,278
| +34% | +$1.51M | ﹤0.01% | 2975 |
|
|
2021
Q4 | $4.62M | Sell |
290,729
-31,288
| -10% | -$497K | ﹤0.01% | 3195 |
|
|
2021
Q3 | $6.19M | Buy |
322,017
+119,048
| +59% | +$2.29M | ﹤0.01% | 2886 |
|
|
2021
Q2 | $4.45M | Sell |
202,969
-13,077
| -6% | -$287K | ﹤0.01% | 3131 |
|
|
2021
Q1 | $4.75M | Buy |
216,046
+95,898
| +80% | +$2.11M | ﹤0.01% | 3046 |
|
|
2020
Q4 | $4.19M | Buy |
120,148
+78,468
| +188% | +$2.73M | ﹤0.01% | 2847 |
|
|
2020
Q3 | $958K | Buy |
+41,680
| New | +$958K | ﹤0.01% | 3734 |
|