Nicolet Advisory 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 | $486K | Buy |
15,050
+2,634
| +21% | +$85.1K | 0.04% | 220 |
|
|
2025
Q1 | $474K | Buy |
12,416
+3,670
| +42% | +$140K | 0.05% | 200 |
|
|
2024
Q4 | $456K | Buy |
8,746
+991
| +13% | +$51.7K | 0.04% | 217 |
|
|
2024
Q3 | $323K | Buy |
7,755
+1,575
| +25% | +$65.5K | 0.03% | 275 |
|
|
2024
Q2 | $227K | Buy |
+6,180
| New | +$227K | 0.02% | 324 |
|