KeyBank National Association’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
7,867
+1,250
+19% +$44.2K ﹤0.01% 1011
2025
Q1
$232K Sell
6,617
-214
-3% -$7.49K ﹤0.01% 1057
2024
Q4
$364K Hold
6,831
﹤0.01% 923
2024
Q3
$263K Buy
+6,831
New +$263K ﹤0.01% 1017