Bank Of America Corp Vertex, Inc. Transaction History

Bank Of America Corp

$1.19 Trillion
Q3 2024

A detailed history of Bank Of America Corp transactions in Vertex, Inc. stock. As of the latest transaction made, Bank Of America Corp holds 373,253 shares of VERX stock, worth $20 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

373,253

Previous 484,607 22.98%

Holding current value

$20 Million

Previous $17.5 Million 17.73%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$34.62 - $40.01 $3.86 Million - $4.46 Million	-111,354 Reduced 22.98%	373,253 $14.4 Million
Q2 2024 Aug 14, 2024	BUY	$27.94 - $36.05 $2.69 Million - $3.47 Million	96,248 Added 24.78%	484,607 $17.5 Million
Q1 2024 May 15, 2024	SELL	$23.54 - $33.58 $2.21 Million - $3.16 Million	-94,074 Reduced 19.5%	388,359 $12.3 Million
Q4 2023 Feb 14, 2024	BUY	$22.03 - $29.5 $993,112 - $1.33 Million	45,080 Added 10.31%	482,433 $13 Million
Q2 2023 Aug 14, 2023	BUY	$18.51 - $22.99 $2.51 Million - $3.12 Million	135,591 Added 44.93%	437,353 $8.53 Million
Q1 2023 May 12, 2023	SELL	$12.0 - $20.93 $579,912 - $1.01 Million	-48,326 Reduced 13.8%	301,762 $6.24 Million
Q4 2022 Feb 10, 2023	BUY	$14.0 - $18.59 $78,722 - $104,531	5,623 Added 1.63%	350,088 $5.08 Million
Q3 2022 Nov 14, 2022	SELL	$9.86 - $15.1 $88,887 - $136,126	-9,015 Reduced 2.55%	344,465 $4.71 Million
Q2 2022 Aug 12, 2022	SELL	$9.59 - $16.25 $340,703 - $577,313	-35,527 Reduced 9.13%	353,480 $4 Million
Q1 2022 May 16, 2022	BUY	$12.71 - $16.79 $1.25 Million - $1.65 Million	98,278 Added 33.8%	389,007 $5.97 Million
Q4 2021 Feb 08, 2022	SELL	$15.87 - $21.72 $496,540 - $679,575	-31,288 Reduced 9.72%	290,729 $4.62 Million
Q3 2021 Nov 15, 2021	BUY	$18.15 - $22.62 $2.16 Million - $2.69 Million	119,048 Added 58.65%	322,017 $6.19 Million
Q2 2021 Sep 13, 2021	BUY	$16.39 - $23.29 $3.33 Million - $4.73 Million	202,969 New	202,969 $4.45 Million

Others Institutions Holding VERX

# of Institutions

229

Shares Held

67.3M

Call Options Held

2.94M

Put Options Held

26K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $2.6B
Description
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...

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Bank Of America Corp Vertex, Inc. Transaction History