Pier Capital’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.18M | Sell |
231,629
-17,162
| -7% | -$606K | 1.25% | 31 |
|
|
2025
Q1 | $8.71M | Buy |
248,791
+92,864
| +60% | +$3.25M | 1.46% | 20 |
|
|
2024
Q4 | $8.32M | Sell |
155,927
-75,463
| -33% | -$4.03M | 1.19% | 39 |
|
|
2024
Q3 | $8.91M | Buy |
231,390
+4,195
| +2% | +$162K | 1.26% | 18 |
|
|
2024
Q2 | $8.19M | Sell |
227,195
-173,717
| -43% | -$6.26M | 1.22% | 31 |
|
|
2024
Q1 | $12.7M | Buy |
400,912
+13,191
| +3% | +$419K | 1.75% | 2 |
|
|
2023
Q4 | $10.4M | Sell |
387,721
-3,789
| -1% | -$102K | 1.49% | 12 |
|
|
2023
Q3 | $9.04M | Buy |
391,510
+43,297
| +12% | +$1M | 1.46% | 15 |
|
|
2023
Q2 | $6.79M | Sell |
348,213
-35,011
| -9% | -$683K | 0.97% | 56 |
|
|
2023
Q1 | $7.93M | Buy |
+383,224
| New | +$7.93M | 1.2% | 30 |
|