Lazard Asset 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 | $6K | Sell |
175
-2,160
| -93% | -$74.1K | ﹤0.01% | 2192 |
|
|
2025
Q1 | $81K | Sell |
2,335
-153
| -6% | -$5.31K | ﹤0.01% | 1871 |
|
|
2024
Q4 | $132K | Buy |
2,488
+2,456
| +7,675% | +$130K | ﹤0.01% | 1728 |
|
|
2024
Q3 | $1K | Sell |
32
-12,658
| -100% | -$396K | ﹤0.01% | 2218 |
|
|
2024
Q2 | $457K | Buy |
12,690
+6,637
| +110% | +$239K | ﹤0.01% | 1232 |
|
|
2024
Q1 | $192K | Buy |
+6,053
| New | +$192K | ﹤0.01% | 1311 |
|
|
2023
Q2 | – | Sell |
-5,051
| Closed | -$104K | – | 2564 |
|
|
2023
Q1 | $104K | Buy |
5,051
+1,878
| +59% | +$38.7K | ﹤0.01% | 1516 |
|
|
2022
Q4 | $46K | Buy |
+3,173
| New | +$46K | ﹤0.01% | 1862 |
|
|
2021
Q1 | – | Sell |
-138,506
| Closed | -$4.83M | – | 2040 |
|
|
2020
Q4 | $4.83M | Sell |
138,506
-493
| -0.4% | -$17.2K | 0.01% | 662 |
|
|
2020
Q3 | $3.2M | Buy |
+138,999
| New | +$3.2M | ﹤0.01% | 669 |
|