Dougherty Wealth Advisers’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-178
| Closed | -$72.4K | – | 127 |
|
|
2023
Q4 | $72.4K | Hold |
178
| – | – | 0.07% | 73 |
|
|
2023
Q3 | $61.9K | Sell |
178
-44
| -20% | -$15.3K | 0.07% | 71 |
|
|
2023
Q2 | $78.1K | Hold |
222
| – | – | 0.11% | 67 |
|
|
2023
Q1 | $69.9K | Hold |
222
| – | – | 0.11% | 72 |
|
|
2022
Q4 | $64.1K | Hold |
222
| – | – | 0.11% | 75 |
|
|
2022
Q3 | $64K | Hold |
222
| – | – | 0.13% | 68 |
|
|
2022
Q2 | $63K | Hold |
222
| – | – | 0.12% | 73 |
|
|
2022
Q1 | $58K | Hold |
222
| – | – | 0.09% | 83 |
|
|
2021
Q4 | $49K | Hold |
222
| – | – | 0.07% | 100 |
|
|
2021
Q3 | $40K | Hold |
222
| – | – | 0.06% | 103 |
|
|
2021
Q2 | $45K | Hold |
222
| – | – | 0.07% | 100 |
|
|
2021
Q1 | $48K | Hold |
222
| – | – | 0.07% | 98 |
|
|
2020
Q4 | $52K | Hold |
222
| – | – | 0.08% | 100 |
|
|
2020
Q3 | $60K | Hold |
222
| – | – | 0.21% | 84 |
|
|
2020
Q2 | $64K | Hold |
222
| – | – | 0.23% | 82 |
|
|
2020
Q1 | $53K | Hold |
222
| – | – | 0.21% | 88 |
|
|
2019
Q4 | $49K | Hold |
222
| – | – | 0.15% | 109 |
|
|
2019
Q3 | $38K | Hold |
222
| – | – | 0.13% | 127 |
|
|
2019
Q2 | $41K | Hold |
222
| – | – | 0.12% | 140 |
|
|
2019
Q1 | $41K | Hold |
222
| – | – | 0.14% | 121 |
|
|
2018
Q4 | $40K | Buy |
+222
| New | +$40K | 0.13% | 119 |
|