SEI Investments’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 | $9.21M | Buy |
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|
2025
Q2 | $11.6M | Buy |
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|
2025
Q1 | $4.87M | Buy |
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|
2024
Q4 | $4.6M | Buy |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $3.25M | Buy |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $568K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | $188K | Buy |
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|
2022
Q2 | $146K | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q4 | $168K | Buy |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $372K | Sell |
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|
2020
Q4 | $594K | Buy |
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|
2020
Q3 | $263K | Buy |
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