Meridian Wealth Partners, LLC Vertex, Inc. Transaction History

Meridian Wealth Partners, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$23.54 - $33.58 $13,511 - $19,274	-574 Reduced 0.46%	125,291 $3.98 Million
Q3 2023 Nov 03, 2023	BUY	$17.77 - $23.1 $2.24 Million - $2.91 Million	125,865 New	125,865 $2.91 Million
Q1 2023 May 04, 2023	BUY	$12.0 - $20.93 $1.39 Million - $2.42 Million	115,733 New	115,733 $2.39 Million
Q1 2022 May 13, 2022	SELL	$12.71 - $16.79 $141,436 - $186,839	-11,128 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$15.87 - $21.72 $31,041 - $42,484	1,956 Added 21.33%	11,128 $177,000
Q2 2021 Aug 12, 2021	BUY	$16.39 - $23.29 $7,998 - $11,365	488 Added 5.62%	9,172 $201,000
Q1 2021 May 17, 2021	BUY	$21.9 - $38.98 $89,373 - $159,077	4,081 Added 88.66%	8,684 $191,000
Q3 2020 Nov 12, 2020	BUY	$21.71 - $29.1 $99,931 - $133,947	4,603 New	4,603 $106,000

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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