Captrust Financial Advisors Vertex, Inc. Transaction History

Captrust Financial Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$27.94 - $36.05 $164,790 - $212,622	5,898 New	5,898 $212,000
Q4 2023 Feb 14, 2024	BUY	$22.03 - $29.5 $102,064 - $136,673	4,633 Added 39.24%	16,441 $442,000
Q3 2023 Nov 14, 2023	BUY	$17.77 - $23.1 $209,828 - $272,764	11,808 New	11,808 $272,000
Q2 2022 Aug 23, 2022	SELL	$9.59 - $16.25 $43,730 - $74,100	-4,560 Reduced 97.85%	100 $1,000
Q2 2022 Aug 16, 2022	BUY	$9.59 - $16.25 $43,730 - $74,100	4,560 Added 4560.0%	4,660 $53,000
Q1 2022 May 16, 2022	SELL	$12.71 - $16.79 $2,542 - $3,358	-200 Reduced 66.67%	100 $2,000
Q2 2021 Aug 16, 2021	BUY	$16.39 - $23.29 $4,917 - $6,987	300 New	300 $7,000

229

67.3M

2.94M

26K

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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