Truist Financial’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-10,239
| Closed | -$254K | – | 2866 |
|
|
2025
Q3 | $254K | Sell |
10,239
-2,078
| -17% | -$60.2K | ﹤0.01% | 2412 |
|
|
2025
Q2 | $435K | Sell |
12,317
-1,104
| -8% | -$42K | ﹤0.01% | 2018 |
|
|
2025
Q1 | $470K | Sell |
13,421
-7,945
| -37% | -$363K | ﹤0.01% | 1908 |
|
|
2024
Q4 | $1.14M | Sell |
21,366
-4,189
| -16% | -$203K | ﹤0.01% | 1490 |
|
|
2024
Q3 | $984K | Sell |
25,555
-31,448
| -55% | -$1.16M | ﹤0.01% | 1532 |
|
|
2024
Q2 | $2.05M | Sell |
57,003
-4,415
| -7% | -$142K | ﹤0.01% | 1260 |
|
|
2024
Q1 | $1.95M | Sell |
61,418
-10,091
| -14% | -$272K | ﹤0.01% | 1286 |
|
|
2023
Q4 | $1.93M | Sell |
71,509
-53,277
| -43% | -$1.37M | ﹤0.01% | 1274 |
|
|
2023
Q3 | $2.88M | Buy |
124,786
+10,367
| +9% | +$213K | ﹤0.01% | 1060 |
|
|
2023
Q2 | $2.23M | Buy |
114,419
+32,058
| +39% | +$676K | ﹤0.01% | 1208 |
|
|
2023
Q1 | $1.7M | Sell |
82,361
-6,663
| -7% | -$103K | ﹤0.01% | 1298 |
|
|
2022
Q4 | $1.29M | Sell |
89,024
-1,772
| -2% | -$28.3K | ﹤0.01% | 1429 |
|
|
2022
Q3 | $1.24M | Buy |
90,796
+955
| +1% | +$12.1K | ﹤0.01% | 1402 |
|
|
2022
Q2 | $1.02M | Sell |
89,841
-3,683
| -4% | -$46.6K | ﹤0.01% | 1540 |
|
|
2022
Q1 | $1.44M | Buy |
93,524
+17,621
| +23% | +$247K | ﹤0.01% | 1445 |
|
|
2021
Q4 | $1.21M | Sell |
75,903
-6,012
| -7% | -$114K | ﹤0.01% | 1533 |
|
|
2021
Q3 | $1.57M | Buy |
81,915
+9,906
| +14% | +$192K | ﹤0.01% | 1389 |
|
|
2021
Q2 | $1.58M | Buy |
72,009
+2,913
| +4% | +$59.2K | ﹤0.01% | 1411 |
|
|
2021
Q1 | $1.52M | Buy |
69,096
+37,920
| +122% | +$1.18M | ﹤0.01% | 1369 |
|
|
2020
Q4 | $1.09M | Buy |
31,176
+14,707
| +89% | +$400K | ﹤0.01% | 1433 |
|
|
2020
Q3 | $379K | Buy |
+16,469
| New | +$401K | ﹤0.01% | 1873 |
|
Other funds holding VERX
TCM
GCM
CCA