Fidelity Investments’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.6M | Buy |
1,572,429
+177,535
| +13% | +$6.27M | ﹤0.01% | 1358 |
|
|
2025
Q1 | $48.8M | Sell |
1,394,894
-1,473,544
| -51% | -$51.6M | ﹤0.01% | 1367 |
|
|
2024
Q4 | $153M | Buy |
2,868,438
+580,664
| +25% | +$31M | 0.01% | 934 |
|
|
2024
Q3 | $88.1M | Buy |
2,287,774
+54,985
| +2% | +$2.12M | 0.01% | 1152 |
|
|
2024
Q2 | $80.5M | Buy |
2,232,789
+2,232,392
| +562,315% | +$80.5M | 0.01% | 1137 |
|
|
2024
Q1 | $12.6K | Sell |
397
-30
| -7% | -$953 | ﹤0.01% | 4186 |
|
|
2023
Q4 | $11.5K | Buy |
427
+245
| +135% | +$6.6K | ﹤0.01% | 4191 |
|
|
2023
Q3 | $4.2K | Sell |
182
-2
| -1% | -$46 | ﹤0.01% | 4377 |
|
|
2023
Q2 | $3.59K | Buy |
184
+8
| +5% | +$156 | ﹤0.01% | 4458 |
|
|
2023
Q1 | $3.64K | Buy |
176
+64
| +57% | +$1.32K | ﹤0.01% | 4473 |
|
|
2022
Q4 | $1.63K | Buy |
+112
| New | +$1.63K | ﹤0.01% | 4555 |
|
|
2020
Q4 | – | Sell |
-30,803
| Closed | -$708K | – | 4308 |
|
|
2020
Q3 | $708K | Buy |
+30,803
| New | +$708K | ﹤0.01% | 2475 |
|