Principal Financial Group’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.1M | Buy |
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|
2025
Q2 | $21.8M | Buy |
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|
2025
Q1 | $19.1M | Sell |
|
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|
2024
Q4 | $30.5M | Buy |
|
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|
2024
Q3 | $1.84M | Sell |
|
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|
2024
Q2 | $5.99M | Sell |
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|
2024
Q1 | $9.33M | Buy |
|
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|
2023
Q4 | $6.3M | Buy |
|
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|
2023
Q3 | $2.05M | Buy |
|
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|
2023
Q2 | $747K | Buy |
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|
2023
Q1 | $580K | Buy |
|
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.39M | Sell |
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|
2020
Q4 | $2.55M | Sell |
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|
2020
Q3 | $4.79M | Buy |
|