Oppenheimer Asset Management’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
54,167
+35,779
| +195% | +$1.26M | 0.02% | 571 |
|
|
2025
Q1 | $644K | Buy |
18,388
+2,251
| +14% | +$78.8K | 0.01% | 801 |
|
|
2024
Q4 | $861K | Sell |
16,137
-6,125
| -28% | -$327K | 0.01% | 762 |
|
|
2024
Q3 | $857K | Sell |
22,262
-22,192
| -50% | -$855K | 0.01% | 753 |
|
|
2024
Q2 | $1.6M | Sell |
44,454
-7,170
| -14% | -$258K | 0.02% | 596 |
|
|
2024
Q1 | $1.64M | Buy |
51,624
+589
| +1% | +$18.7K | 0.02% | 560 |
|
|
2023
Q4 | $1.37M | Sell |
51,035
-10,200
| -17% | -$275K | 0.02% | 617 |
|
|
2023
Q3 | $1.41M | Buy |
61,235
+7,046
| +13% | +$163K | 0.02% | 595 |
|
|
2023
Q2 | $1.06M | Buy |
54,189
+18,074
| +50% | +$352K | 0.02% | 682 |
|
|
2023
Q1 | $747K | Sell |
36,115
-4,085
| -10% | -$84.5K | 0.01% | 754 |
|
|
2022
Q4 | $583K | Buy |
40,200
+1
| +0% | +$15 | 0.01% | 812 |
|
|
2022
Q3 | $550K | Sell |
40,199
-244
| -0.6% | -$3.34K | 0.01% | 809 |
|
|
2022
Q2 | $458K | Sell |
40,443
-10,846
| -21% | -$123K | 0.01% | 879 |
|
|
2022
Q1 | $787K | Buy |
51,289
+15,915
| +45% | +$244K | 0.01% | 816 |
|
|
2021
Q4 | $561K | Sell |
35,374
-13,745
| -28% | -$218K | 0.01% | 930 |
|
|
2021
Q3 | $944K | Buy |
49,119
+16,037
| +48% | +$308K | 0.01% | 761 |
|
|
2021
Q2 | $726K | Buy |
33,082
+549
| +2% | +$12K | 0.01% | 845 |
|
|
2021
Q1 | $716K | Buy |
32,533
+6,271
| +24% | +$138K | 0.01% | 826 |
|
|
2020
Q4 | $915K | Buy |
26,262
+10,859
| +70% | +$378K | 0.02% | 708 |
|
|
2020
Q3 | $354K | Buy |
+15,403
| New | +$354K | 0.01% | 896 |
|