Wells Fargo’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.35M | Buy |
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|
2025
Q2 | $1.67M | Sell |
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|
2025
Q1 | $4.18M | Buy |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $818K | Sell |
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|
2024
Q2 | $911K | Buy |
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|
2024
Q1 | $187K | Buy |
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|
2023
Q4 | $64.2K | Buy |
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|
2023
Q3 | $54.4K | Buy |
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|
2023
Q2 | $39.5K | Buy |
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|
2023
Q1 | $18.7K | Sell |
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|
2022
Q4 | $15.7K | Buy |
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|
2022
Q3 | $15K | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | $8K | Buy |
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|
2021
Q3 | $5K | Sell |
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|
2021
Q2 | $119K | Sell |
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|
2021
Q1 | $10.8M | Sell |
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|
2020
Q4 | $64M | Buy |
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|
2020
Q3 | $41.6M | Buy |
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