PVM
Palogic Value Management’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100,000
| Closed | -$5.34M | – | 177 |
|
|
2024
Q4 | $5.34M | Sell |
100,000
-25,000
| -20% | -$1.33M | 2.02% | 6 |
|
|
2024
Q3 | $4.81M | Hold |
125,000
| – | – | 1.64% | 10 |
|
|
2024
Q2 | $4.51M | Sell |
125,000
-15,000
| -11% | -$541K | 1.91% | 9 |
|
|
2024
Q1 | $4.45M | Sell |
140,000
-35,000
| -20% | -$1.11M | 1.92% | 10 |
|
|
2023
Q4 | $4.71M | Sell |
175,000
-50,000
| -22% | -$1.35M | 2.09% | 7 |
|
|
2023
Q3 | $5.2M | Sell |
225,000
-10,503
| -4% | -$243K | 2.46% | 6 |
|
|
2023
Q2 | $4.59M | Sell |
235,503
-56,556
| -19% | -$1.1M | 2.16% | 10 |
|
|
2023
Q1 | $6.04M | Hold |
292,059
| – | – | 2.96% | 2 |
|
|
2022
Q4 | $4.24M | Buy |
+292,059
| New | +$4.24M | 2.21% | 8 |
|