US Bancorp’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.35K | Sell |
366
-347
| -49% | -$5.4K | ﹤0.01% | 3614 |
|
|
2025
Q4 | $14.2K | Sell |
713
-392
| -35% | -$8.48K | ﹤0.01% | 3203 |
|
|
2025
Q3 | $27.4K | Sell |
1,105
-622
| -36% | -$18K | ﹤0.01% | 2948 |
|
|
2025
Q2 | $61K | Sell |
1,727
-297
| -15% | -$11.3K | ﹤0.01% | 2682 |
|
|
2025
Q1 | $70.9K | Buy |
2,024
+948
| +88% | +$43.3K | ﹤0.01% | 2566 |
|
|
2024
Q4 | $57.4K | Sell |
1,076
-1,962
| -65% | -$95.1K | ﹤0.01% | 2671 |
|
|
2024
Q3 | $117K | Sell |
3,038
-192
| -6% | -$7.08K | ﹤0.01% | 2311 |
|
|
2024
Q2 | $116K | Buy |
3,230
+2,170
| +205% | +$69.8K | ﹤0.01% | 2260 |
|
|
2024
Q1 | $33.7K | Hold |
1,060
| – | – | ﹤0.01% | 2884 |
|
|
2023
Q4 | $28.6K | Hold |
1,060
| – | – | ﹤0.01% | 2912 |
|
|
2023
Q3 | $24.5K | Hold |
1,060
| – | – | ﹤0.01% | 2781 |
|
|
2023
Q2 | $20.7K | Hold |
1,060
| – | – | ﹤0.01% | 2959 |
|
|
2023
Q1 | $21.9K | Sell |
1,060
-186
| -15% | -$2.87K | ﹤0.01% | 2944 |
|
|
2022
Q4 | $18.1K | Sell |
1,246
-5,125
| -80% | -$81.9K | ﹤0.01% | 3044 |
|
|
2022
Q3 | $87K | Hold |
6,371
| – | – | ﹤0.01% | 2262 |
|
|
2022
Q2 | $72K | Sell |
6,371
-539
| -8% | -$6.82K | ﹤0.01% | 2400 |
|
|
2022
Q1 | $106K | Buy |
6,910
+5,842
| +547% | +$81.7K | ﹤0.01% | 2264 |
|
|
2021
Q4 | $17K | Sell |
1,068
-6,206
| -85% | -$118K | ﹤0.01% | 3217 |
|
|
2021
Q3 | $140K | Sell |
7,274
-785
| -10% | -$15.2K | ﹤0.01% | 2118 |
|
|
2021
Q2 | $177K | Sell |
8,059
-38,248
| -83% | -$777K | ﹤0.01% | 2020 |
|
|
2021
Q1 | $1.02M | Buy |
46,307
+999
| +2% | +$31.2K | ﹤0.01% | 1126 |
|
|
2020
Q4 | $1.58M | Buy |
45,308
+21,569
| +91% | +$587K | ﹤0.01% | 906 |
|
|
2020
Q3 | $546K | Buy |
+23,739
| New | +$578K | ﹤0.01% | 1278 |
|
Other funds holding VERX
VPM
TCM
VCM
