CWM
Congress Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
38,915
+4,801
| +14% | +$2.14M | 0.17% | 149 |
|
|
2025
Q1 | $16.6M | Buy |
34,114
+7,021
| +26% | +$3.41M | 0.2% | 132 |
|
|
2024
Q4 | $10.9M | Sell |
27,093
-8,155
| -23% | -$3.28M | 0.15% | 186 |
|
|
2024
Q3 | $16.4M | Buy |
35,248
+3,469
| +11% | +$1.61M | 0.22% | 135 |
|
|
2024
Q2 | $14.9M | Buy |
31,779
+29,371
| +1,220% | +$13.8M | 0.24% | 120 |
|
|
2024
Q1 | $1.01M | Buy |
2,408
+1,328
| +123% | +$555K | 0.02% | 374 |
|
|
2023
Q4 | $440K | Buy |
1,080
+280
| +35% | +$114K | 0.01% | 483 |
|
|
2023
Q3 | $279K | Buy |
800
+57
| +8% | +$19.9K | 0.01% | 534 |
|
|
2023
Q2 | $262K | Buy |
743
+80
| +12% | +$28.2K | 0.01% | 500 |
|
|
2023
Q1 | $209K | Sell |
663
-163
| -20% | -$51.5K | 0.01% | 534 |
|
|
2022
Q4 | $239K | Buy |
826
+115
| +16% | +$33.2K | 0.01% | 515 |
|
|
2022
Q3 | $206K | Buy |
+711
| New | +$206K | 0.01% | 524 |
|
|
2022
Q2 | – | Sell |
-1,025
| Closed | -$267K | – | 622 |
|
|
2022
Q1 | $267K | Buy |
1,025
+3
| +0.3% | +$781 | 0.01% | 533 |
|
|
2021
Q4 | $224K | Buy |
+1,022
| New | +$224K | ﹤0.01% | 576 |
|