Zurich Cantonal Bank’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
13,063
-6,019
| -32% | -$213K | ﹤0.01% | 1714 |
|
|
2025
Q1 | $668K | Buy |
19,082
+3,531
| +23% | +$124K | ﹤0.01% | 1414 |
|
|
2024
Q4 | $830K | Buy |
15,551
+5,411
| +53% | +$289K | ﹤0.01% | 1302 |
|
|
2024
Q3 | $390K | Hold |
10,140
| – | – | ﹤0.01% | 1712 |
|
|
2024
Q2 | $366K | Buy |
10,140
+1,187
| +13% | +$42.8K | ﹤0.01% | 1709 |
|
|
2024
Q1 | $284K | Hold |
8,953
| – | – | ﹤0.01% | 1844 |
|
|
2023
Q4 | $241K | Buy |
8,953
+2,228
| +33% | +$60K | ﹤0.01% | 1976 |
|
|
2023
Q3 | $155K | Hold |
6,725
| – | – | ﹤0.01% | 2127 |
|
|
2023
Q2 | $131K | Buy |
6,725
+2,358
| +54% | +$46K | ﹤0.01% | 2194 |
|
|
2023
Q1 | $90.4K | Buy |
+4,367
| New | +$90.4K | ﹤0.01% | 2339 |
|