Citigroup’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 | $13.7M | Buy |
1,150,412
+126,993
| +12% | +$1.98M | 0.01% | 1284 |
|
|
2025
Q4 | $20.4M | Buy |
1,023,419
+810,985
| +382% | +$17.5M | 0.01% | 1098 |
|
|
2025
Q3 | $5.27M | Buy |
212,434
+103,626
| +95% | +$3M | ﹤0.01% | 1933 |
|
|
2025
Q2 | $3.84M | Buy |
108,808
+59,611
| +121% | +$2.27M | ﹤0.01% | 2096 |
|
|
2025
Q1 | $1.72M | Sell |
49,197
-3,248
| -6% | -$148K | ﹤0.01% | 2833 |
|
|
2024
Q4 | $2.8M | Buy |
52,445
+5,817
| +12% | +$282K | ﹤0.01% | 2522 |
|
|
2024
Q3 | $1.8M | Buy |
46,628
+28,431
| +156% | +$1.05M | ﹤0.01% | 2766 |
|
|
2024
Q2 | $656K | Sell |
18,197
-113,557
| -86% | -$3.65M | ﹤0.01% | 3214 |
|
|
2024
Q1 | $4.18M | Buy |
131,754
+106,304
| +418% | +$2.87M | ﹤0.01% | 1834 |
|
|
2023
Q4 | $686K | Buy |
25,450
+24,333
| +2,178% | +$624K | ﹤0.01% | 3156 |
|
|
2023
Q3 | $25.8K | Sell |
1,117
-754
| -40% | -$15.5K | ﹤0.01% | 4325 |
|
|
2023
Q2 | $36.5K | Buy |
1,871
+241
| +15% | +$5.08K | ﹤0.01% | 4789 |
|
|
2023
Q1 | $33.7K | Buy |
1,630
+164
| +11% | +$2.53K | ﹤0.01% | 4365 |
|
|
2022
Q4 | $21.3K | Buy |
1,466
+417
| +40% | +$6.66K | ﹤0.01% | 4568 |
|
|
2022
Q3 | $14K | Buy |
1,049
+54
| +5% | +$685 | ﹤0.01% | 4889 |
|
|
2022
Q2 | $11K | Buy |
995
+91
| +10% | +$1.15K | ﹤0.01% | 5339 |
|
|
2022
Q1 | $14K | Sell |
904
-776
| -46% | -$10.9K | ﹤0.01% | 5366 |
|
|
2021
Q4 | $27K | Buy |
1,680
+1,200
| +250% | +$22.7K | ﹤0.01% | 5310 |
|
|
2021
Q3 | $9K | Hold |
480
| – | – | ﹤0.01% | 5502 |
|
|
2021
Q2 | $11K | Sell |
480
-1,086
| -69% | -$22.1K | ﹤0.01% | 5634 |
|
|
2021
Q1 | $34K | Buy |
1,566
+918
| +142% | +$28.7K | ﹤0.01% | 4933 |
|
|
2020
Q4 | $23K | Buy |
+648
| New | +$17.6K | ﹤0.01% | 6571 |
|
Other funds holding VERX
VPM
TCM
VCM
