Fidelity Investments’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
$46.2K Sell
2025
Q2
$55.6M Buy
2025
Q1
$48.8M Sell
2024
Q4
$153M Buy
2024
Q3
$88.1M Buy
2024
Q2
$80.5M Buy
2024
Q1
$12.6K Sell
2023
Q4
$11.5K Buy
2023
Q3
$4.2K Sell
2023
Q2
$3.59K Buy
2023
Q1
$3.64K Buy
2022
Q4
$1.63K Buy
2020
Q4
Sell
2020
Q3
$708K Buy