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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.8M | Buy |
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|
2025
Q2 | $10.1M | Sell |
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|
2025
Q1 | $23.4M | Buy |
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|
2024
Q4 | $29.4M | Buy |
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|
2024
Q3 | $14.4M | Sell |
|
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|
2024
Q2 | $17.5M | Buy |
|
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|
2024
Q1 | $12.3M | Sell |
|
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|
2023
Q4 | $13M | Sell |
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|
2023
Q3 | $12M | Buy |
|
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|
2023
Q2 | $8.53M | Buy |
|
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|
2023
Q1 | $6.24M | Sell |
|
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|
2022
Q4 | $5.08M | Buy |
|
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|
2022
Q3 | $4.71M | Sell |
|
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|
2022
Q2 | $4M | Sell |
|
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|
2022
Q1 | $5.97M | Buy |
|
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|
2021
Q4 | $4.62M | Sell |
|
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|
2021
Q3 | $6.19M | Buy |
|
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|
2021
Q2 | $4.45M | Sell |
|
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|
2021
Q1 | $4.75M | Buy |
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|
2020
Q4 | $4.19M | Buy |
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|
2020
Q3 | $958K | Buy |
|