Baldwin Wealth Partners’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 | $3.56M | Sell |
7,994
-125
| -2% | -$55.7K | 0.24% | 66 |
|
2025
Q1 | $3.94M | Sell |
8,119
-878
| -10% | -$426K | 0.28% | 62 |
|
2024
Q4 | $3.62M | Hold |
8,997
| – | – | 0.25% | 67 |
|
2024
Q3 | $4.18M | Buy |
8,997
+11
| +0.1% | +$5.12K | 0.29% | 65 |
|
2024
Q2 | $4.21M | Buy |
8,986
+4
| +0% | +$1.88K | 0.33% | 62 |
|
2024
Q1 | $3.75M | Sell |
8,982
-190
| -2% | -$79.4K | 0.28% | 66 |
|
2023
Q4 | $3.73M | Buy |
9,172
+35
| +0.4% | +$14.2K | 0.29% | 66 |
|
2023
Q3 | $3.18M | Sell |
9,137
-250
| -3% | -$86.9K | 0.27% | 71 |
|
2023
Q2 | $3.3M | Hold |
9,387
| – | – | 0.27% | 75 |
|
2023
Q1 | $2.96M | Hold |
9,387
| – | – | 0.26% | 78 |
|
2022
Q4 | $2.71M | Buy |
9,387
+9,312
| +12,416% | +$2.69M | 0.25% | 85 |
|
2022
Q3 | $22K | Hold |
75
| – | – | ﹤0.01% | 439 |
|
2022
Q2 | $21K | Hold |
75
| – | – | ﹤0.01% | 469 |
|
2022
Q1 | $20K | Hold |
75
| – | – | ﹤0.01% | 479 |
|
2021
Q4 | $16K | Hold |
75
| – | – | ﹤0.01% | 466 |
|
2021
Q3 | $14K | Hold |
75
| – | – | ﹤0.01% | 489 |
|
2021
Q2 | $15K | Hold |
75
| – | – | ﹤0.01% | 495 |
|
2021
Q1 | $16K | Hold |
75
| – | – | ﹤0.01% | 482 |
|
2020
Q4 | $18K | Hold |
75
| – | – | ﹤0.01% | 413 |
|
2020
Q3 | $20K | Hold |
75
| – | – | ﹤0.01% | 388 |
|
2020
Q2 | $22K | Hold |
75
| – | – | ﹤0.01% | 383 |
|
2020
Q1 | $18K | Hold |
75
| – | – | ﹤0.01% | 386 |
|
2019
Q4 | $16K | Sell |
75
-4
| -5% | -$853 | ﹤0.01% | 425 |
|
2019
Q3 | $14K | Sell |
79
-918
| -92% | -$163K | ﹤0.01% | 433 |
|
2019
Q2 | $183K | Sell |
997
-226
| -18% | -$41.5K | 0.03% | 205 |
|
2019
Q1 | $225K | Hold |
1,223
| – | – | 0.03% | 192 |
|
2018
Q4 | $202K | Hold |
1,223
| – | – | 0.03% | 189 |
|
2018
Q3 | $235K | Sell |
1,223
-81
| -6% | -$15.6K | 0.03% | 191 |
|
2018
Q2 | $222K | Hold |
1,304
| – | – | 0.03% | 186 |
|
2018
Q1 | $213K | Buy |
1,304
+75
| +6% | +$12.3K | 0.03% | 188 |
|
2017
Q4 | $184K | Buy |
+1,229
| New | +$184K | 0.03% | 202 |
|
2016
Q2 | – | Sell |
-1,000
| Closed | -$79K | – | 495 |
|
2016
Q1 | $79K | Buy |
+1,000
| New | +$79K | 0.01% | 261 |
|