Franklin Resources’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.4M | Buy |
2,361,526
+473,666
| +25% | +$16.7M | 0.02% | 465 |
|
|
2025
Q1 | $66.1M | Sell |
1,887,860
-241,239
| -11% | -$8.45M | 0.02% | 514 |
|
|
2024
Q4 | $114M | Buy |
2,129,099
+439,054
| +26% | +$23.4M | 0.03% | 411 |
|
|
2024
Q3 | $69.4M | Buy |
1,690,045
+253,263
| +18% | +$10.4M | 0.02% | 498 |
|
|
2024
Q2 | $51.8M | Buy |
1,436,782
+461,112
| +47% | +$16.6M | 0.02% | 544 |
|
|
2024
Q1 | $31M | Buy |
+975,670
| New | +$31M | 0.01% | 727 |
|
|
2021
Q1 | – | Sell |
-164,135
| Closed | -$5.72M | – | 2028 |
|
|
2020
Q4 | $5.72M | Sell |
164,135
-612
| -0.4% | -$21.3K | ﹤0.01% | 1068 |
|
|
2020
Q3 | $3.79M | Buy |
+164,747
| New | +$3.79M | ﹤0.01% | 1099 |
|