Capital Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Sell |
1,821
-47
| -3% | -$20.9K | 0.13% | 82 |
|
|
2025
Q1 | $906K | Sell |
1,868
-235
| -11% | -$114K | 0.16% | 70 |
|
|
2024
Q4 | $847K | Buy |
2,103
+116
| +6% | +$46.7K | 0.15% | 70 |
|
|
2024
Q3 | $924K | Buy |
1,987
+35
| +2% | +$16.3K | 0.17% | 66 |
|
|
2024
Q2 | $915K | Buy |
1,952
+210
| +12% | +$98.4K | 0.18% | 60 |
|
|
2024
Q1 | $728K | Buy |
+1,742
| New | +$728K | 0.15% | 68 |
|