9258 Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.43M | Sell |
3,078
-40
| -1% | -$18.6K | 0.21% | 93 |
|
|
2024
Q2 | $1.46M | Buy |
3,118
+244
| +8% | +$114K | 0.22% | 87 |
|
|
2024
Q1 | $1.2M | Buy |
2,874
+100
| +4% | +$41.8K | 0.19% | 103 |
|
|
2023
Q4 | $1.13M | Sell |
2,774
-2
| -0.1% | -$814 | 0.2% | 102 |
|
|
2023
Q3 | $965K | Sell |
2,776
-18
| -0.6% | -$6.26K | 0.19% | 102 |
|
|
2023
Q2 | $983K | Hold |
2,794
| – | – | 0.19% | 103 |
|
|
2023
Q1 | $880K | Sell |
2,794
-7
| -0.2% | -$2.21K | 0.18% | 109 |
|
|
2022
Q4 | $809K | Sell |
2,801
-77
| -3% | -$22.2K | 0.18% | 111 |
|
|
2022
Q3 | $833K | Sell |
2,878
-206
| -7% | -$59.6K | 0.21% | 106 |
|
|
2022
Q2 | $869K | Sell |
3,084
-225
| -7% | -$63.4K | 0.22% | 107 |
|
|
2022
Q1 | $864K | Sell |
3,309
-207
| -6% | -$54K | 0.2% | 125 |
|
|
2021
Q4 | $772K | Buy |
3,516
+219
| +7% | +$48.1K | 0.18% | 136 |
|
|
2021
Q3 | $598K | Buy |
3,297
+1,523
| +86% | +$276K | 0.16% | 147 |
|
|
2021
Q2 | $358K | Buy |
1,774
+203
| +13% | +$41K | 0.1% | 224 |
|
|
2021
Q1 | $338K | Buy |
1,571
+158
| +11% | +$34K | 0.1% | 215 |
|
|
2020
Q4 | $334K | Buy |
+1,413
| New | +$334K | 0.11% | 209 |
|