Wells Fargo’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
47,198
-72,237
| -60% | -$2.55M | ﹤0.01% | 3037 |
|
|
2025
Q1 | $4.18M | Buy |
119,435
+85,055
| +247% | +$2.98M | ﹤0.01% | 2271 |
|
|
2024
Q4 | $1.83M | Buy |
34,380
+13,135
| +62% | +$701K | ﹤0.01% | 2867 |
|
|
2024
Q3 | $818K | Sell |
21,245
-4,023
| -16% | -$155K | ﹤0.01% | 3325 |
|
|
2024
Q2 | $911K | Buy |
25,268
+19,378
| +329% | +$699K | ﹤0.01% | 3240 |
|
|
2024
Q1 | $187K | Buy |
5,890
+3,508
| +147% | +$111K | ﹤0.01% | 4148 |
|
|
2023
Q4 | $64.2K | Buy |
2,382
+28
| +1% | +$754 | ﹤0.01% | 4755 |
|
|
2023
Q3 | $54.4K | Buy |
2,354
+330
| +16% | +$7.62K | ﹤0.01% | 4790 |
|
|
2023
Q2 | $39.5K | Buy |
2,024
+1,121
| +124% | +$21.9K | ﹤0.01% | 5228 |
|
|
2023
Q1 | $18.7K | Sell |
903
-178
| -16% | -$3.68K | ﹤0.01% | 5347 |
|
|
2022
Q4 | $15.7K | Buy |
1,081
+15
| +1% | +$218 | ﹤0.01% | 5045 |
|
|
2022
Q3 | $15K | Buy |
1,066
+775
| +266% | +$10.9K | ﹤0.01% | 5202 |
|
|
2022
Q2 | $3K | Sell |
291
-233
| -44% | -$2.4K | ﹤0.01% | 5936 |
|
|
2022
Q1 | $8K | Buy |
524
+43
| +9% | +$656 | ﹤0.01% | 6000 |
|
|
2021
Q4 | $8K | Buy |
481
+217
| +82% | +$3.61K | ﹤0.01% | 6078 |
|
|
2021
Q3 | $5K | Sell |
264
-5,167
| -95% | -$97.9K | ﹤0.01% | 6058 |
|
|
2021
Q2 | $119K | Sell |
5,431
-485,705
| -99% | -$10.6M | ﹤0.01% | 4928 |
|
|
2021
Q1 | $10.8M | Sell |
491,136
-1,346,215
| -73% | -$29.6M | ﹤0.01% | 2059 |
|
|
2020
Q4 | $64M | Buy |
1,837,351
+27,156
| +2% | +$946K | 0.02% | 844 |
|
|
2020
Q3 | $41.6M | Buy |
+1,810,195
| New | +$41.6M | 0.01% | 963 |
|