Citigroup’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
108,808
+59,611
| +121% | +$2.11M | ﹤0.01% | 1579 |
|
|
2025
Q1 | $1.72M | Sell |
49,197
-3,248
| -6% | -$114K | ﹤0.01% | 2188 |
|
|
2024
Q4 | $2.8M | Buy |
52,445
+5,817
| +12% | +$310K | ﹤0.01% | 1885 |
|
|
2024
Q3 | $1.8M | Buy |
46,628
+28,431
| +156% | +$1.09M | ﹤0.01% | 2125 |
|
|
2024
Q2 | $656K | Sell |
18,197
-113,557
| -86% | -$4.09M | ﹤0.01% | 2529 |
|
|
2024
Q1 | $4.18M | Buy |
131,754
+106,304
| +418% | +$3.38M | ﹤0.01% | 1343 |
|
|
2023
Q4 | $686K | Buy |
25,450
+24,333
| +2,178% | +$656K | ﹤0.01% | 2456 |
|
|
2023
Q3 | $25.8K | Sell |
1,117
-754
| -40% | -$17.4K | ﹤0.01% | 3633 |
|
|
2023
Q2 | $36.5K | Buy |
1,871
+241
| +15% | +$4.7K | ﹤0.01% | 4113 |
|
|
2023
Q1 | $33.7K | Buy |
1,630
+164
| +11% | +$3.39K | ﹤0.01% | 3728 |
|
|
2022
Q4 | $21.3K | Buy |
1,466
+417
| +40% | +$6.05K | ﹤0.01% | 3874 |
|
|
2022
Q3 | $14K | Buy |
1,049
+54
| +5% | +$721 | ﹤0.01% | 4160 |
|
|
2022
Q2 | $11K | Buy |
995
+91
| +10% | +$1.01K | ﹤0.01% | 4608 |
|
|
2022
Q1 | $14K | Sell |
904
-776
| -46% | -$12K | ﹤0.01% | 4603 |
|
|
2021
Q4 | $27K | Buy |
1,680
+1,200
| +250% | +$19.3K | ﹤0.01% | 4541 |
|
|
2021
Q3 | $9K | Hold |
480
| – | – | ﹤0.01% | 4741 |
|
|
2021
Q2 | $11K | Sell |
480
-1,086
| -69% | -$24.9K | ﹤0.01% | 4956 |
|
|
2021
Q1 | $34K | Buy |
1,566
+918
| +142% | +$19.9K | ﹤0.01% | 4270 |
|
|
2020
Q4 | $23K | Buy |
+648
| New | +$23K | ﹤0.01% | 4562 |
|