Carson Wealth (CWM LLC)’s Vertex Pharmaceuticals VRTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
6,908
-776
| -10% | -$345K | 0.01% | 772 |
|
|
2025
Q1 | $3.73M | Buy |
7,684
+1,403
| +22% | +$680K | 0.01% | 611 |
|
|
2024
Q4 | $2.53M | Sell |
6,281
-96
| -2% | -$38.7K | 0.01% | 693 |
|
|
2024
Q3 | $2.97M | Sell |
6,377
-37
| -0.6% | -$17.2K | 0.01% | 582 |
|
|
2024
Q2 | $3.01M | Buy |
6,414
+374
| +6% | +$175K | 0.01% | 535 |
|
|
2024
Q1 | $2.53M | Buy |
6,040
+475
| +9% | +$199K | 0.01% | 562 |
|
|
2023
Q4 | $2.26M | Buy |
5,565
+190
| +4% | +$77.3K | 0.01% | 551 |
|
|
2023
Q3 | $1.87M | Buy |
5,375
+806
| +18% | +$280K | 0.01% | 556 |
|
|
2023
Q2 | $1.61M | Buy |
4,569
+341
| +8% | +$120K | 0.01% | 570 |
|
|
2023
Q1 | $1.33M | Buy |
4,228
+506
| +14% | +$159K | 0.01% | 574 |
|
|
2022
Q4 | $1.08M | Buy |
3,722
+246
| +7% | +$71.1K | 0.01% | 593 |
|
|
2022
Q3 | $1.01M | Buy |
3,476
+294
| +9% | +$85.1K | 0.01% | 561 |
|
|
2022
Q2 | $897K | Buy |
3,182
+966
| +44% | +$272K | 0.01% | 584 |
|
|
2022
Q1 | $578K | Buy |
2,216
+993
| +81% | +$259K | ﹤0.01% | 683 |
|
|
2021
Q4 | $269K | Buy |
+1,223
| New | +$269K | ﹤0.01% | 912 |
|
|
2021
Q2 | $137K | Hold |
678
| – | – | ﹤0.01% | 1024 |
|
|
2021
Q1 | $137K | Hold |
678
| – | – | ﹤0.01% | 1024 |
|
|
2020
Q4 | $137K | Hold |
678
| – | – | ﹤0.01% | 1024 |
|
|
2020
Q3 | $137K | Hold |
678
| – | – | ﹤0.01% | 1024 |
|
|
2020
Q2 | $137K | Hold |
678
| – | – | ﹤0.01% | 1024 |
|
|
2020
Q1 | $137K | Hold |
678
| – | – | ﹤0.01% | 1024 |
|
|
2019
Q4 | $137K | Hold |
678
| – | – | ﹤0.01% | 1024 |
|
|
2019
Q3 | $137K | Hold |
678
| – | – | ﹤0.01% | 1024 |
|
|
2019
Q2 | $137K | Hold |
678
| – | – | ﹤0.01% | 1024 |
|
|
2019
Q1 | $137K | Buy |
678
+509
| +301% | +$103K | ﹤0.01% | 1024 |
|
|
2018
Q4 | $28K | Sell |
169
-5
| -3% | -$828 | ﹤0.01% | 1037 |
|
|
2018
Q3 | $34K | Buy |
174
+14
| +9% | +$2.74K | ﹤0.01% | 830 |
|
|
2018
Q2 | $27K | Sell |
160
-39
| -20% | -$6.58K | ﹤0.01% | 774 |
|
|
2018
Q1 | $32K | Buy |
199
+58
| +41% | +$9.33K | ﹤0.01% | 632 |
|
|
2017
Q4 | $21K | Buy |
141
+8
| +6% | +$1.19K | ﹤0.01% | 690 |
|
|
2017
Q3 | $20K | Buy |
133
+41
| +45% | +$6.17K | ﹤0.01% | 709 |
|
|
2017
Q2 | $12K | Buy |
92
+20
| +28% | +$2.61K | ﹤0.01% | 748 |
|
|
2017
Q1 | $8K | Sell |
72
-39
| -35% | -$4.33K | ﹤0.01% | 804 |
|
|
2016
Q4 | $8K | Buy |
111
+109
| +5,450% | +$7.86K | ﹤0.01% | 774 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1068 |
|
|
2016
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 865 |
|
|
2015
Q4 | – | Sell |
-128
| Closed | -$13K | – | 755 |
|
|
2015
Q3 | $13K | Buy |
+128
| New | +$13K | ﹤0.01% | 422 |
|