Principal Financial 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 | $21.8M | Buy |
617,429
+71,423
| +13% | +$2.52M | 0.01% | 799 |
|
|
2025
Q1 | $19.1M | Sell |
546,006
-26,239
| -5% | -$919K | 0.01% | 861 |
|
|
2024
Q4 | $30.5M | Buy |
572,245
+524,572
| +1,100% | +$28M | 0.02% | 638 |
|
|
2024
Q3 | $1.84M | Sell |
47,673
-118,589
| -71% | -$4.57M | ﹤0.01% | 1778 |
|
|
2024
Q2 | $5.99M | Sell |
166,262
-127,498
| -43% | -$4.6M | ﹤0.01% | 1494 |
|
|
2024
Q1 | $9.33M | Buy |
293,760
+59,947
| +26% | +$1.9M | 0.01% | 1343 |
|
|
2023
Q4 | $6.3M | Buy |
233,813
+145,246
| +164% | +$3.91M | ﹤0.01% | 1481 |
|
|
2023
Q3 | $2.05M | Buy |
88,567
+50,239
| +131% | +$1.16M | ﹤0.01% | 1758 |
|
|
2023
Q2 | $747K | Buy |
38,328
+10,296
| +37% | +$201K | ﹤0.01% | 1881 |
|
|
2023
Q1 | $580K | Buy |
+28,032
| New | +$580K | ﹤0.01% | 1940 |
|
|
2021
Q2 | – | Sell |
-63,200
| Closed | -$1.39M | – | 2657 |
|
|
2021
Q1 | $1.39M | Sell |
63,200
-9,900
| -14% | -$218K | ﹤0.01% | 1925 |
|
|
2020
Q4 | $2.55M | Sell |
73,100
-135,110
| -65% | -$4.71M | ﹤0.01% | 1751 |
|
|
2020
Q3 | $4.79M | Buy |
+208,210
| New | +$4.79M | ﹤0.01% | 1464 |
|