UBS Group’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5M | Buy |
1,005,965
+88,670
| +10% | +$3.13M | 0.01% | 1443 |
|
|
2025
Q1 | $32.1M | Buy |
917,295
+236,414
| +35% | +$8.28M | 0.01% | 1481 |
|
|
2024
Q4 | $36.3M | Buy |
680,881
+187,090
| +38% | +$9.98M | 0.01% | 1326 |
|
|
2024
Q3 | $19M | Buy |
493,791
+17,930
| +4% | +$690K | ﹤0.01% | 1316 |
|
|
2024
Q2 | $17.2M | Buy |
475,861
+468,172
| +6,089% | +$16.9M | ﹤0.01% | 1320 |
|
|
2024
Q1 | $244K | Sell |
7,689
-1,180
| -13% | -$37.5K | ﹤0.01% | 4568 |
|
|
2023
Q4 | $239K | Buy |
8,869
+441
| +5% | +$11.9K | ﹤0.01% | 4487 |
|
|
2023
Q3 | $195K | Sell |
8,428
-2,763
| -25% | -$63.8K | ﹤0.01% | 4289 |
|
|
2023
Q2 | $218K | Buy |
11,191
+5,068
| +83% | +$98.8K | ﹤0.01% | 4390 |
|
|
2023
Q1 | $127K | Sell |
6,123
-3,176
| -34% | -$65.7K | ﹤0.01% | 4679 |
|
|
2022
Q4 | $135K | Buy |
9,299
+274
| +3% | +$3.98K | ﹤0.01% | 4708 |
|
|
2022
Q3 | $124K | Buy |
9,025
+198
| +2% | +$2.72K | ﹤0.01% | 4480 |
|
|
2022
Q2 | $100K | Sell |
8,827
-1,641
| -16% | -$18.6K | ﹤0.01% | 4439 |
|
|
2022
Q1 | $161K | Buy |
10,468
+4,300
| +70% | +$66.1K | ﹤0.01% | 4539 |
|
|
2021
Q4 | $98K | Buy |
6,168
+3,444
| +126% | +$54.7K | ﹤0.01% | 5259 |
|
|
2021
Q3 | $52K | Buy |
2,724
+2,246
| +470% | +$42.9K | ﹤0.01% | 5203 |
|
|
2021
Q2 | $11K | Buy |
478
+33
| +7% | +$759 | ﹤0.01% | 6879 |
|
|
2021
Q1 | $10K | Buy |
445
+278
| +166% | +$6.25K | ﹤0.01% | 6916 |
|
|
2020
Q4 | $6K | Buy |
167
+67
| +67% | +$2.41K | ﹤0.01% | 6748 |
|
|
2020
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 6810 |
|