GA
Gagnon Advisors’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Hold |
161,813
| – | – | 3.84% | 12 |
|
|
2025
Q1 | $5.67M | Buy |
161,813
+46,219
| +40% | +$1.62M | 4% | 13 |
|
|
2024
Q4 | $6.17M | Hold |
115,594
| – | – | 3.95% | 14 |
|
|
2024
Q3 | $4.45M | Hold |
115,594
| – | – | 2.87% | 17 |
|
|
2024
Q2 | $4.17M | Hold |
115,594
| – | – | 3.17% | 18 |
|
|
2024
Q1 | $3.67M | Buy |
115,594
+57,797
| +100% | +$1.84M | 3.19% | 16 |
|
|
2023
Q4 | $1.56M | Buy |
+57,797
| New | +$1.56M | 1.36% | 21 |
|