SJS Investment Consulting’s Vertex VERX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$107 Sell
3
-2
-40% -$71 ﹤0.01% 1477
2025
Q1
$176 Hold
5
﹤0.01% 1466
2024
Q4
$267 Sell
5
-1
-17% -$53 ﹤0.01% 1416
2024
Q3
$232 Hold
6
﹤0.01% 1486
2024
Q2
$217 Hold
6
﹤0.01% 1497
2024
Q1
$191 Hold
6
﹤0.01% 1496
2023
Q4
$162 Buy
6
+2
+50% +$54 ﹤0.01% 1499
2023
Q3
$93 Buy
4
+1
+33% +$23 ﹤0.01% 1551
2023
Q2
$59 Hold
3
﹤0.01% 1551
2023
Q1
$63 Buy
3
+1
+50% +$21 ﹤0.01% 1500
2022
Q4
$29 Buy
2
+1
+100% +$15 ﹤0.01% 1565
2022
Q3
$0 Buy
+1
New ﹤0.01% 1576