Deutsche Bank’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.56M | Buy |
44,232
+1,107
| +3% | +$39.1K | ﹤0.01% | 1836 |
|
2025
Q1 | $1.51M | Sell |
43,125
-3,317
| -7% | -$116K | ﹤0.01% | 1906 |
|
2024
Q4 | $2.48M | Sell |
46,442
-28,436
| -38% | -$1.52M | ﹤0.01% | 1692 |
|
2024
Q3 | $2.88M | Buy |
74,878
+50,528
| +208% | +$1.95M | ﹤0.01% | 1528 |
|
2024
Q2 | $878K | Buy |
24,350
+22,427
| +1,166% | +$808K | ﹤0.01% | 2035 |
|
2024
Q1 | $61.1K | Sell |
1,923
-2,442
| -56% | -$77.6K | ﹤0.01% | 3301 |
|
2023
Q4 | $118K | Hold |
4,365
| – | – | ﹤0.01% | 3100 |
|
2023
Q3 | $101K | Buy |
+4,365
| New | +$101K | ﹤0.01% | 3138 |
|
2023
Q1 | – | Sell |
-2,846
| Closed | -$41.3K | – | 3885 |
|
2022
Q4 | $41.3K | Buy |
+2,846
| New | +$41.3K | ﹤0.01% | 3602 |
|
2022
Q3 | – | Sell |
-2,846
| Closed | -$32K | – | 3924 |
|
2022
Q2 | $32K | Hold |
2,846
| – | – | ﹤0.01% | 3804 |
|
2022
Q1 | $44K | Hold |
2,846
| – | – | ﹤0.01% | 3785 |
|
2021
Q4 | $45K | Sell |
2,846
-316
| -10% | -$5K | ﹤0.01% | 3862 |
|
2021
Q3 | $61K | Hold |
3,162
| – | – | ﹤0.01% | 3952 |
|
2021
Q2 | $69K | Sell |
3,162
-1,889
| -37% | -$41.2K | ﹤0.01% | 4120 |
|
2021
Q1 | $111K | Sell |
5,051
-31,306
| -86% | -$688K | ﹤0.01% | 3863 |
|
2020
Q4 | $1.27M | Buy |
36,357
+3,033
| +9% | +$106K | ﹤0.01% | 2277 |
|
2020
Q3 | $766K | Buy |
+33,324
| New | +$766K | ﹤0.01% | 2358 |
|