KCM
Kornitzer Capital Management’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.25M | Sell |
261,817
-86,140
| -25% | -$3.04M | 0.19% | 143 |
|
|
2025
Q1 | $12.2M | Buy |
347,957
+2,700
| +0.8% | +$94.5K | 0.25% | 106 |
|
|
2024
Q4 | $18.4M | Hold |
345,257
| – | – | 0.36% | 67 |
|
|
2024
Q3 | $13.3M | Hold |
345,257
| – | – | 0.25% | 118 |
|
|
2024
Q2 | $12.4M | Hold |
345,257
| – | – | 0.24% | 118 |
|
|
2024
Q1 | $11M | Hold |
345,257
| – | – | 0.2% | 156 |
|
|
2023
Q4 | $9.3M | Buy |
345,257
+307,892
| +824% | +$8.29M | 0.18% | 183 |
|
|
2023
Q3 | $863K | Buy |
+37,365
| New | +$863K | 0.02% | 409 |
|