Oppenheimer Asset Management’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Buy |
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|
2025
Q2 | $1.91M | Buy |
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|
2025
Q1 | $644K | Buy |
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|
2024
Q4 | $861K | Sell |
|
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|
2024
Q3 | $857K | Sell |
|
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.64M | Buy |
|
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.06M | Buy |
|
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|
2023
Q1 | $747K | Sell |
|
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|
2022
Q4 | $583K | Buy |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $458K | Sell |
|
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|
2022
Q1 | $787K | Buy |
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|
2021
Q4 | $561K | Sell |
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|
2021
Q3 | $944K | Buy |
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|
2021
Q2 | $726K | Buy |
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|
2021
Q1 | $716K | Buy |
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|
2020
Q4 | $915K | Buy |
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|
2020
Q3 | $354K | Buy |
|