BWM
BerganKDV Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.05M | Sell |
5,837
-584
| -9% | -$206K | 0.21% | 84 |
|
|
2023
Q1 | $2.02M | Buy |
6,421
+31
| +0.5% | +$9.77K | 0.21% | 86 |
|
|
2022
Q4 | $1.85M | Buy |
6,390
+60
| +0.9% | +$17.3K | 0.2% | 96 |
|
|
2022
Q3 | $1.83M | Sell |
6,330
-241
| -4% | -$69.8K | 0.22% | 88 |
|
|
2022
Q2 | $1.85M | Buy |
6,571
+229
| +4% | +$64.5K | 0.21% | 94 |
|
|
2022
Q1 | $1.66M | Buy |
6,342
+753
| +13% | +$197K | 0.18% | 102 |
|
|
2021
Q4 | $1.23M | Sell |
5,589
-82
| -1% | -$18K | 0.13% | 115 |
|
|
2021
Q3 | $1.03M | Buy |
5,671
+2,537
| +81% | +$460K | 0.12% | 123 |
|
|
2021
Q2 | $632K | Buy |
3,134
+52
| +2% | +$10.5K | 0.08% | 161 |
|
|
2021
Q1 | $662K | Buy |
3,082
+83
| +3% | +$17.8K | 0.09% | 149 |
|
|
2020
Q4 | $709K | Buy |
2,999
+2,953
| +6,420% | +$698K | 0.1% | 128 |
|
|
2020
Q3 | $13K | Hold |
46
| – | – | ﹤0.01% | 483 |
|
|
2020
Q2 | $13K | Buy |
46
+23
| +100% | +$6.5K | ﹤0.01% | 508 |
|
|
2020
Q1 | $5K | Buy |
23
+9
| +64% | +$1.96K | ﹤0.01% | 589 |
|
|
2019
Q4 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 729 |
|