First Horizon Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-514
| Closed | -$18K | – | 2525 |
|
|
2025
Q1 | $18K | Buy |
+514
| New | +$18K | ﹤0.01% | 1369 |
|
|
2022
Q4 | – | Sell |
-1,894
| Closed | -$25K | – | 2543 |
|
|
2022
Q3 | $25K | Hold |
1,894
| – | – | ﹤0.01% | 1149 |
|
|
2022
Q2 | $21K | Buy |
+1,894
| New | +$21K | ﹤0.01% | 1277 |
|
|
2022
Q1 | – | Sell |
-1,894
| Closed | -$30K | – | 2293 |
|
|
2021
Q4 | $30K | Hold |
1,894
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q3 | $36K | Hold |
1,894
| – | – | ﹤0.01% | 1044 |
|
|
2021
Q2 | $41K | Hold |
1,894
| – | – | ﹤0.01% | 860 |
|
|
2021
Q1 | $41K | Buy |
+1,894
| New | +$41K | ﹤0.01% | 820 |
|