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Westwind Capital’s Vertex VERX Stock Holding History

Westwind Capital’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12M Buy
339,308
+4,806
+1% +$170K 2.45% 17
2025
Q1 		$11.7M Buy
334,502
+147,650
+79% +$5.17M 2.91% 16
2024
Q4 		$9.97M Buy
186,852
+413
+0.2% +$22K 2.18% 21
2024
Q3 		$7.18M Buy
+186,439
New +$7.18M 1.74% 22