Pictet Bank & Trust’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$322K	Hold	9,100	–	–	0.38%	33
2025 Q1	$319K	Buy	9,100 +4,502	+98%	+$158K	0.39%	34
2024 Q4	$245K	Sell	4,598 -3,102	-40%	-$165K	0.25%	42
2024 Q3	$297K	Hold	7,700	–	–	0.3%	40
2024 Q2	$278K	Buy	+7,700	New	+$278K	0.28%	40