Kennedy Capital Management’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.9M | Buy |
166,933
+2,791
| +2% | +$98.6K | 0.14% | 253 |
|
|
2025
Q1 | $5.75M | Sell |
164,142
-6,906
| -4% | -$242K | 0.14% | 261 |
|
|
2024
Q4 | $9.13M | Sell |
171,048
-34,832
| -17% | -$1.86M | 0.2% | 153 |
|
|
2024
Q3 | $7.93M | Sell |
205,880
-45,014
| -18% | -$1.73M | 0.18% | 200 |
|
|
2024
Q2 | $9.04M | Buy |
250,894
+5,753
| +2% | +$207K | 0.19% | 176 |
|
|
2024
Q1 | $7.79M | Sell |
245,141
-138,189
| -36% | -$4.39M | 0.16% | 226 |
|
|
2023
Q4 | $10.3M | Buy |
383,330
+86,022
| +29% | +$2.32M | 0.23% | 150 |
|
|
2023
Q3 | $6.87M | Buy |
+297,308
| New | +$6.87M | 0.17% | 221 |
|