Silvercrest Asset Management’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.5M Sell
2025
Q1
$22.1M Buy
2024
Q4
$33.1M Sell
2024
Q3
$24.2M Sell
2024
Q2
$25.4M Sell
2024
Q1
$22.6M Buy
2023
Q4
$16.9M Sell
2023
Q3
$16.2M Buy
2023
Q2
$11.2M Buy