Osaic Holdings’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
$124K Sell
2025
Q2
$204K Buy
2025
Q1
$96.9K Buy
2024
Q4
$111K Sell
2024
Q3
$864K Buy
2024
Q2
$46.8K Buy
2024
Q1
$34.7K Sell
2023
Q4
$1.58M Sell
2023
Q3
$2.15M Buy
2023
Q2
$1.25M Buy
2023
Q1
$1.1M Buy
2022
Q4
$416K Sell
2022
Q3
$395K Buy
2022
Q2
$327K Buy
2022
Q1
$426K Buy
2021
Q4
$441K Buy
2021
Q3
$272K Buy
2021
Q2
$226K Buy
2021
Q1
$200K Sell
2020
Q4
$338K Buy
2020
Q3
$190K Buy