Arete Wealth Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $631K | Sell |
1,417
-29
| -2% | -$12.9K | 0.04% | 354 |
|
2025
Q1 | $701K | Buy |
1,446
+215
| +17% | +$104K | 0.05% | 309 |
|
2024
Q4 | $496K | Buy |
1,231
+413
| +50% | +$166K | 0.04% | 412 |
|
2024
Q3 | $380K | Sell |
818
-642
| -44% | -$298K | 0.03% | 454 |
|
2024
Q2 | $684K | Buy |
+1,460
| New | +$684K | 0.06% | 320 |
|
2024
Q1 | – | Sell |
-1,076
| Closed | -$438K | – | 740 |
|
2023
Q4 | $438K | Buy |
1,076
+59
| +6% | +$24K | 0.03% | 433 |
|
2023
Q3 | $354K | Buy |
1,017
+142
| +16% | +$49.4K | 0.06% | 309 |
|
2023
Q2 | $308K | Buy |
875
+125
| +17% | +$44K | 0.03% | 490 |
|
2023
Q1 | $236K | Buy |
+750
| New | +$236K | 0.02% | 537 |
|