A detailed history of Meridian Wealth Partners, LLC transactions in Vertex, Inc. stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 125,291 shares of VERX stock, worth $5.37 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
125,291
Previous 125,291 -0.0%
Holding current value
$5.37 Million
Previous $3.98 Million 13.5%
% of portfolio
0.8%
Previous 0.72%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Others Institutions Holding VERX

About Vertex, Inc.


  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $2.08B
  • 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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