Bank of America’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 | $11.1M | Sell |
932,518
-39,148
| -4% | -$610K | ﹤0.01% | 2869 |
|
|
2025
Q4 | $19.4M | Buy |
971,666
+414,051
| +74% | +$8.96M | ﹤0.01% | 2327 |
|
|
2025
Q3 | $13.8M | Buy |
557,615
+272,573
| +96% | +$7.9M | ﹤0.01% | 2974 |
|
|
2025
Q2 | $10.1M | Sell |
285,042
-383,400
| -57% | -$14.6M | ﹤0.01% | 3217 |
|
|
2025
Q1 | $23.4M | Buy |
668,442
+116,822
| +21% | +$5.34M | ﹤0.01% | 2279 |
|
|
2024
Q4 | $29.4M | Buy |
551,620
+178,367
| +48% | +$8.65M | ﹤0.01% | 1947 |
|
|
2024
Q3 | $14.4M | Sell |
373,253
-111,354
| -23% | -$4.1M | ﹤0.01% | 2713 |
|
|
2024
Q2 | $17.5M | Buy |
484,607
+96,248
| +25% | +$3.1M | ﹤0.01% | 2385 |
|
|
2024
Q1 | $12.3M | Sell |
388,359
-94,074
| -19% | -$2.54M | ﹤0.01% | 2772 |
|
|
2023
Q4 | $13M | Sell |
482,433
-35,200
| -7% | -$902K | ﹤0.01% | 2596 |
|
|
2023
Q3 | $12M | Buy |
517,633
+80,280
| +18% | +$1.65M | ﹤0.01% | 2563 |
|
|
2023
Q2 | $8.53M | Buy |
437,353
+135,591
| +45% | +$2.86M | ﹤0.01% | 2862 |
|
|
2023
Q1 | $6.24M | Sell |
301,762
-48,326
| -14% | -$745K | ﹤0.01% | 3316 |
|
|
2022
Q4 | $5.08M | Buy |
350,088
+5,623
| +2% | +$89.8K | ﹤0.01% | 3367 |
|
|
2022
Q3 | $4.71M | Sell |
344,465
-9,015
| -3% | -$114K | ﹤0.01% | 3408 |
|
|
2022
Q2 | $4M | Sell |
353,480
-35,527
| -9% | -$449K | ﹤0.01% | 3641 |
|
|
2022
Q1 | $5.97M | Buy |
389,007
+98,278
| +34% | +$1.37M | ﹤0.01% | 3435 |
|
|
2021
Q4 | $4.62M | Sell |
290,729
-31,288
| -10% | -$593K | ﹤0.01% | 3736 |
|
|
2021
Q3 | $6.19M | Buy |
322,017
+119,048
| +59% | +$2.3M | ﹤0.01% | 3354 |
|
|
2021
Q2 | $4.45M | Sell |
202,969
-13,077
| -6% | -$266K | ﹤0.01% | 3627 |
|
|
2021
Q1 | $4.75M | Buy |
216,046
+95,898
| +80% | +$2.99M | ﹤0.01% | 3447 |
|
|
2020
Q4 | $4.19M | Buy |
120,148
+78,468
| +188% | +$2.14M | ﹤0.01% | 3294 |
|
|
2020
Q3 | $958K | Buy |
+41,680
| New | +$1.01M | ﹤0.01% | 4248 |
|
Other funds holding VERX
VPM
TCM
VCM
