Concord 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 | $40.1K | Sell |
90
-3,459
| -97% | -$1.54M | 0.01% | 374 |
|
|
2025
Q1 | $1.72M | Buy |
3,549
+41
| +1% | +$19.9K | 0.28% | 83 |
|
|
2024
Q4 | $1.41M | Buy |
3,508
+862
| +33% | +$347K | 0.23% | 87 |
|
|
2024
Q3 | $1.23M | Buy |
2,646
+349
| +15% | +$162K | 0.21% | 85 |
|
|
2024
Q2 | $1.08M | Buy |
2,297
+658
| +40% | +$308K | 0.19% | 96 |
|
|
2024
Q1 | $685K | Buy |
1,639
+483
| +42% | +$202K | 0.12% | 120 |
|
|
2023
Q4 | $470K | Buy |
1,156
+400
| +53% | +$163K | 0.09% | 134 |
|
|
2023
Q3 | $263K | Buy |
756
+128
| +20% | +$44.5K | 0.06% | 169 |
|
|
2023
Q2 | $221K | Buy |
628
+276
| +78% | +$97.1K | 0.05% | 187 |
|
|
2023
Q1 | $111K | Buy |
352
+332
| +1,660% | +$105K | 0.03% | 238 |
|
|
2022
Q4 | $5.78K | Buy |
+20
| New | +$5.78K | ﹤0.01% | 730 |
|
|
2022
Q3 | – | Sell |
-103
| Closed | -$29K | – | 1132 |
|
|
2022
Q2 | $29K | Sell |
103
-30
| -23% | -$8.45K | 0.01% | 462 |
|
|
2022
Q1 | $35K | Buy |
133
+14
| +12% | +$3.68K | 0.01% | 502 |
|
|
2021
Q4 | $26K | Buy |
119
+105
| +750% | +$22.9K | 0.01% | 591 |
|
|
2021
Q3 | $3K | Sell |
14
-30
| -68% | -$6.43K | ﹤0.01% | 715 |
|
|
2021
Q2 | $9K | Sell |
44
-4
| -8% | -$818 | ﹤0.01% | 644 |
|
|
2021
Q1 | $10K | Buy |
+48
| New | +$10K | ﹤0.01% | 587 |
|