Natixis Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
15,146
+4,734
| +45% | +$167K | ﹤0.01% | 1455 |
|
|
2025
Q1 | $365K | Sell |
10,412
-17,026
| -62% | -$597K | ﹤0.01% | 1520 |
|
|
2024
Q4 | $1.46M | Sell |
27,438
-3,259
| -11% | -$174K | ﹤0.01% | 1190 |
|
|
2024
Q3 | $1.18M | Sell |
30,697
-4,023
| -12% | -$155K | ﹤0.01% | 1244 |
|
|
2024
Q2 | $1.25M | Sell |
34,720
-2,765
| -7% | -$99.7K | ﹤0.01% | 1184 |
|
|
2024
Q1 | $1.19M | Sell |
37,485
-11,082
| -23% | -$352K | ﹤0.01% | 1167 |
|
|
2023
Q4 | $1.31M | Sell |
48,567
-2,400
| -5% | -$64.6K | ﹤0.01% | 1131 |
|
|
2023
Q3 | $1.18M | Buy |
50,967
+11,595
| +29% | +$268K | ﹤0.01% | 1136 |
|
|
2023
Q2 | $768K | Buy |
39,372
+18,272
| +87% | +$356K | ﹤0.01% | 1230 |
|
|
2023
Q1 | $437K | Sell |
21,100
-2,867
| -12% | -$59.4K | ﹤0.01% | 1344 |
|
|
2022
Q4 | $348K | Buy |
23,967
+1,744
| +8% | +$25.3K | ﹤0.01% | 1372 |
|
|
2022
Q3 | $304K | Buy |
22,223
+4,178
| +23% | +$57.2K | ﹤0.01% | 1377 |
|
|
2022
Q2 | $204K | Buy |
18,045
+631
| +4% | +$7.13K | ﹤0.01% | 1452 |
|
|
2022
Q1 | $267K | Buy |
+17,414
| New | +$267K | ﹤0.01% | 1392 |
|