WhitTier Trust Company’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
137,349
+4,784
| +4% | +$169K | 0.11% | 159 |
|
|
2025
Q1 | $4.64M | Buy |
132,565
+6,463
| +5% | +$226K | 0.12% | 160 |
|
|
2024
Q4 | $6.73M | Buy |
126,102
+45,987
| +57% | +$2.45M | 0.17% | 120 |
|
|
2024
Q3 | $3.08M | Buy |
80,115
+2,999
| +4% | +$115K | 0.08% | 193 |
|
|
2024
Q2 | $2.78M | Buy |
+77,116
| New | +$2.78M | 0.08% | 189 |
|