Avitas 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
Q4 | $464K | Sell |
1,152
-28
| -2% | -$11.3K | 0.06% | 158 |
|
|
2024
Q3 | $549K | Sell |
1,180
-89
| -7% | -$41.4K | 0.08% | 155 |
|
|
2024
Q2 | $595K | Sell |
1,269
-74
| -6% | -$34.7K | 0.09% | 157 |
|
|
2024
Q1 | $561K | Sell |
1,343
-11
| -0.8% | -$4.6K | 0.09% | 165 |
|
|
2023
Q4 | $551K | Sell |
1,354
-11
| -0.8% | -$4.48K | 0.09% | 155 |
|
|
2023
Q3 | $475K | Sell |
1,365
-41
| -3% | -$14.3K | 0.09% | 162 |
|
|
2023
Q2 | $495K | Sell |
1,406
-18
| -1% | -$6.33K | 0.09% | 154 |
|
|
2023
Q1 | $449K | Sell |
1,424
-45
| -3% | -$14.2K | 0.09% | 162 |
|
|
2022
Q4 | $424K | Buy |
1,469
+2
| +0.1% | +$578 | 0.09% | 154 |
|
|
2022
Q3 | $425K | Buy |
1,467
+13
| +0.9% | +$3.77K | 0.1% | 143 |
|
|
2022
Q2 | $410K | Buy |
+1,454
| New | +$410K | 0.09% | 153 |
|
|
2021
Q3 | – | Sell |
-5,353
| Closed | -$1.08M | – | 211 |
|
|
2021
Q2 | $1.08M | Buy |
5,353
+176
| +3% | +$35.5K | 0.19% | 136 |
|
|
2021
Q1 | $1.11M | Buy |
5,177
+101
| +2% | +$21.7K | 0.22% | 130 |
|
|
2020
Q4 | $1.2M | Buy |
5,076
+990
| +24% | +$234K | 0.24% | 129 |
|
|
2020
Q3 | $1.11M | Buy |
4,086
+207
| +5% | +$56.3K | 0.31% | 110 |
|
|
2020
Q2 | $1.13M | Sell |
3,879
-560
| -13% | -$163K | 0.37% | 93 |
|
|
2020
Q1 | $1.06M | Sell |
4,439
-1,260
| -22% | -$300K | 0.48% | 76 |
|
|
2019
Q4 | $1.25M | Sell |
5,699
-17
| -0.3% | -$3.72K | 0.32% | 100 |
|
|
2019
Q3 | $968K | Buy |
5,716
+2,516
| +79% | +$426K | 0.27% | 107 |
|
|
2019
Q2 | $587K | Sell |
3,200
-81
| -2% | -$14.9K | 0.16% | 137 |
|
|
2019
Q1 | $604K | Sell |
3,281
-201
| -6% | -$37K | 0.18% | 124 |
|
|
2018
Q4 | $577K | Sell |
3,482
-14
| -0.4% | -$2.32K | 0.19% | 126 |
|
|
2018
Q3 | $674K | Buy |
3,496
+281
| +9% | +$54.2K | 0.19% | 132 |
|
|
2018
Q2 | $546K | Buy |
+3,215
| New | +$546K | 0.17% | 138 |
|