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Vertex Planning Partners’s Main Street Capital MAIN Stock Holding History

Vertex Planning Partners’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$507K Hold
8,583
– – 0.11% 103
2025
Q1 		$485K Hold
8,583
– – 0.11% 107
2024
Q4 		$503K Buy
8,583
+3,383
+65% +$198K 0.11% 105
2024
Q3 		$261K Buy
+5,200
New +$261K 0.06% 140