Moody National Bank Trust Division’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,766
| Closed | -$797K | – | 515 |
|
|
2025
Q1 | $797K | Buy |
22,766
+3,347
| +17% | +$117K | 0.08% | 276 |
|
|
2024
Q4 | $1.04M | Sell |
19,419
-900
| -4% | -$48K | 0.11% | 226 |
|
|
2024
Q3 | $782K | Sell |
20,319
-10,050
| -33% | -$387K | 0.08% | 273 |
|
|
2024
Q2 | $1.09M | Buy |
30,369
+5,000
| +20% | +$180K | 0.09% | 176 |
|
|
2024
Q1 | $806K | Buy |
25,369
+6,529
| +35% | +$207K | 0.06% | 228 |
|
|
2023
Q4 | $508K | Buy |
18,840
+5,340
| +40% | +$144K | 0.04% | 330 |
|
|
2023
Q3 | $312K | Buy |
+13,500
| New | +$312K | 0.02% | 498 |
|