First Horizon Advisors’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$18K Buy
2022
Q4
Sell
2022
Q3
$25K Hold
2022
Q2
$21K Buy
2022
Q1
Sell
2021
Q4
$30K Hold
2021
Q3
$36K Hold
2021
Q2
$41K Hold
2021
Q1
$41K Buy