Massachusetts Financial Services’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1M | Buy |
+1,077,805
| New | +$38.1M | 0.01% | 523 |
|
|
2021
Q3 | – | Sell |
-2,681,678
| Closed | -$58.8M | – | 940 |
|
|
2021
Q2 | $58.8M | Buy |
2,681,678
+649,743
| +32% | +$14.3M | 0.02% | 485 |
|
|
2021
Q1 | $44.7M | Buy |
2,031,935
+195,622
| +11% | +$4.3M | 0.01% | 512 |
|
|
2020
Q4 | $64M | Buy |
1,836,313
+402,191
| +28% | +$14M | 0.02% | 440 |
|
|
2020
Q3 | $33M | Buy |
+1,434,122
| New | +$33M | 0.01% | 493 |
|