A detailed history of Wells Fargo & Company transactions in Vertex, Inc. stock. As of the latest transaction made, Wells Fargo & Company holds 25,268 shares of VERX stock, worth $1.07 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,268
Previous 5,890 329.0%
Holding current value
$1.07 Million
Previous $187,000 386.63%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$27.94 - $36.05 $541,421 - $698,576
19,378 Added 329.0%
25,268 $910,000
Q1 2024

May 10, 2024

BUY
$23.54 - $33.58 $82,578 - $117,798
3,508 Added 147.27%
5,890 $187,000
Q4 2023

Feb 09, 2024

BUY
$22.03 - $29.5 $616 - $826
28 Added 1.19%
2,382 $64,000
Q3 2023

Nov 13, 2023

BUY
$17.77 - $23.1 $5,864 - $7,623
330 Added 16.3%
2,354 $54,000
Q2 2023

Aug 15, 2023

BUY
$18.51 - $22.99 $20,749 - $25,771
1,121 Added 124.14%
2,024 $39,000
Q1 2023

May 12, 2023

SELL
$12.0 - $20.93 $2,136 - $3,725
-178 Reduced 16.47%
903 $18,000
Q4 2022

Feb 13, 2023

BUY
$14.0 - $18.59 $210 - $278
15 Added 1.41%
1,081 $15,000
Q3 2022

Nov 14, 2022

BUY
$9.86 - $15.1 $7,641 - $11,702
775 Added 266.32%
1,066 $15,000
Q2 2022

Aug 12, 2022

SELL
$9.59 - $16.25 $2,234 - $3,786
-233 Reduced 44.47%
291 $3,000
Q1 2022

May 16, 2022

BUY
$12.71 - $16.79 $546 - $721
43 Added 8.94%
524 $8,000
Q4 2021

Feb 14, 2022

BUY
$15.87 - $21.72 $3,443 - $4,713
217 Added 82.2%
481 $8,000
Q3 2021

Nov 15, 2021

SELL
$18.15 - $22.62 $93,781 - $116,877
-5,167 Reduced 95.14%
264 $5,000
Q2 2021

Aug 16, 2021

SELL
$16.39 - $23.29 $7.96 Million - $11.3 Million
-485,705 Reduced 98.89%
5,431 $119,000
Q1 2021

May 13, 2021

SELL
$21.9 - $38.98 $29.5 Million - $52.5 Million
-1,346,215 Reduced 73.27%
491,136 $10.8 Million
Q4 2020

Feb 09, 2021

BUY
$23.46 - $36.89 $637,079 - $1 Million
27,156 Added 1.5%
1,837,351 $64 Million
Q3 2020

Nov 05, 2020

BUY
$21.71 - $29.1 $39.3 Million - $52.7 Million
1,810,195 New
1,810,195 $41.6 Million

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.05B
  • 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...
More about VERX
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