Petrus Trust Company’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
+7,194
| New | +$254K | 0.03% | 383 |
|
|
2025
Q1 | – | Sell |
-4,741
| Closed | -$253K | – | 791 |
|
|
2024
Q4 | $253K | Sell |
4,741
-10,152
| -68% | -$542K | 0.02% | 488 |
|
|
2024
Q3 | $574K | Buy |
14,893
+5,041
| +51% | +$194K | 0.06% | 166 |
|
|
2024
Q2 | $355K | Sell |
9,852
-391
| -4% | -$14.1K | 0.03% | 371 |
|
|
2024
Q1 | $325K | Buy |
+10,243
| New | +$325K | 0.03% | 400 |
|