Morgan Stanley’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Sell |
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|
2025
Q1 | $20.1M | Sell |
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|
2024
Q4 | $33.6M | Sell |
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|
2024
Q3 | $25M | Buy |
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|
2024
Q2 | $8.8M | Sell |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $26M | Buy |
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|
2023
Q3 | $4.16M | Sell |
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|
2023
Q2 | $7.56M | Buy |
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|
2023
Q1 | $5.63M | Buy |
|
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|
2022
Q4 | $2.18M | Sell |
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|
2022
Q3 | $2.98M | Sell |
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|
2022
Q2 | $2.69M | Sell |
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|
2022
Q1 | $4.4M | Buy |
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|
2021
Q4 | $2.01M | Sell |
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|
2021
Q3 | $2.73M | Sell |
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|
2021
Q2 | $3.81M | Buy |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $914K | Buy |
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|
2020
Q3 | $222K | Buy |
|