PNC Financial Services Group’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
8,365
-242
| -3% | -$8.55K | ﹤0.01% | 1934 |
|
|
2025
Q1 | $301K | Buy |
8,607
+7,372
| +597% | +$258K | ﹤0.01% | 1891 |
|
|
2024
Q4 | $65.9K | Buy |
1,235
+134
| +12% | +$7.15K | ﹤0.01% | 2934 |
|
|
2024
Q3 | $42.4K | Sell |
1,101
-103
| -9% | -$3.97K | ﹤0.01% | 3170 |
|
|
2024
Q2 | $43.4K | Buy |
1,204
+1,039
| +630% | +$37.5K | ﹤0.01% | 3100 |
|
|
2024
Q1 | $5.24K | Buy |
165
+55
| +50% | +$1.75K | ﹤0.01% | 3946 |
|
|
2023
Q4 | $2.96K | Buy |
+110
| New | +$2.96K | ﹤0.01% | 4087 |
|
|
2023
Q3 | – | Sell |
-92,035
| Closed | -$1.79M | – | 4766 |
|
|
2023
Q2 | $1.79M | Hold |
92,035
| – | – | ﹤0.01% | 916 |
|
|
2023
Q1 | $1.9M | Hold |
92,035
| – | – | ﹤0.01% | 891 |
|
|
2022
Q4 | $1.34M | Hold |
92,035
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q3 | $1.26M | Hold |
92,035
| – | – | ﹤0.01% | 1014 |
|
|
2022
Q2 | $1.04M | Hold |
92,035
| – | – | ﹤0.01% | 1137 |
|
|
2022
Q1 | $1.41M | Buy |
92,035
+7,825
| +9% | +$120K | ﹤0.01% | 1071 |
|
|
2021
Q4 | $1.34M | Hold |
84,210
| – | – | ﹤0.01% | 1135 |
|
|
2021
Q3 | $1.62M | Hold |
84,210
| – | – | ﹤0.01% | 988 |
|
|
2021
Q2 | $1.85M | Hold |
84,210
| – | – | ﹤0.01% | 951 |
|
|
2021
Q1 | $1.85M | Hold |
84,210
| – | – | ﹤0.01% | 912 |
|
|
2020
Q4 | $2.94M | Buy |
+84,210
| New | +$2.94M | ﹤0.01% | 731 |
|