RiverPark Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
5,562
-1,294
| -19% | -$45.7K | 0.12% | 77 |
|
|
2025
Q1 | $240K | Sell |
6,856
-816
| -11% | -$28.6K | 0.19% | 73 |
|
|
2024
Q4 | $409K | Sell |
7,672
-1,491
| -16% | -$79.5K | 0.33% | 56 |
|
|
2024
Q3 | $353K | Sell |
9,163
-3,208
| -26% | -$124K | 0.29% | 63 |
|
|
2024
Q2 | $446K | Sell |
12,371
-2,938
| -19% | -$106K | 0.37% | 58 |
|
|
2024
Q1 | $486K | Buy |
15,309
+11,990
| +361% | +$381K | 0.4% | 53 |
|
|
2023
Q4 | $89.4K | Buy |
3,319
+735
| +28% | +$19.8K | 0.08% | 59 |
|
|
2023
Q3 | $59.7K | Buy |
+2,584
| New | +$59.7K | 0.05% | 64 |
|