EWM
Evercore Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
2,128
+27
| +1% | +$12K | 0.01% | 219 |
|
|
2025
Q1 | $1.02M | Buy |
2,101
+278
| +15% | +$135K | 0.02% | 213 |
|
|
2024
Q4 | $734K | Sell |
1,823
-50
| -3% | -$20.1K | 0.01% | 239 |
|
|
2024
Q3 | $871K | Hold |
1,873
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $878K | Hold |
1,873
| – | – | 0.01% | 224 |
|
|
2024
Q1 | $783K | Buy |
1,873
+12
| +0.6% | +$5.02K | 0.01% | 237 |
|
|
2023
Q4 | $757K | Buy |
1,861
+139
| +8% | +$56.6K | 0.01% | 238 |
|
|
2023
Q3 | $599K | Buy |
1,722
+2
| +0.1% | +$695 | 0.01% | 253 |
|
|
2023
Q2 | $605K | Buy |
1,720
+19
| +1% | +$6.69K | 0.01% | 255 |
|
|
2023
Q1 | $536K | Buy |
1,701
+22
| +1% | +$6.93K | 0.01% | 268 |
|
|
2022
Q4 | $485K | Buy |
1,679
+35
| +2% | +$10.1K | 0.01% | 269 |
|
|
2022
Q3 | $476K | Buy |
1,644
+50
| +3% | +$14.5K | 0.01% | 261 |
|
|
2022
Q2 | $449K | Hold |
1,594
| – | – | 0.01% | 269 |
|
|
2022
Q1 | $416K | Sell |
1,594
-28
| -2% | -$7.31K | 0.01% | 308 |
|
|
2021
Q4 | $356K | Sell |
1,622
-31
| -2% | -$6.8K | 0.01% | 328 |
|
|
2021
Q3 | $300K | Buy |
1,653
+4
| +0.2% | +$726 | 0.01% | 364 |
|
|
2021
Q2 | $332K | Sell |
1,649
-276
| -14% | -$55.6K | 0.01% | 354 |
|
|
2021
Q1 | $414K | Sell |
1,925
-451
| -19% | -$97K | 0.01% | 319 |
|
|
2020
Q4 | $562K | Sell |
2,376
-25
| -1% | -$5.91K | 0.01% | 273 |
|
|
2020
Q3 | $653K | Buy |
2,401
+62
| +3% | +$16.9K | 0.02% | 237 |
|
|
2020
Q2 | $679K | Sell |
2,339
-68
| -3% | -$19.7K | 0.02% | 233 |
|
|
2020
Q1 | $573K | Buy |
2,407
+440
| +22% | +$105K | 0.02% | 227 |
|
|
2019
Q4 | $431K | Buy |
1,967
+55
| +3% | +$12.1K | 0.01% | 298 |
|
|
2019
Q3 | $324K | Buy |
1,912
+10
| +0.5% | +$1.7K | 0.01% | 322 |
|
|
2019
Q2 | $349K | Buy |
1,902
+31
| +2% | +$5.69K | 0.01% | 320 |
|
|
2019
Q1 | $344K | Buy |
1,871
+42
| +2% | +$7.72K | 0.01% | 313 |
|
|
2018
Q4 | $303K | Sell |
1,829
-23
| -1% | -$3.81K | 0.01% | 307 |
|
|
2018
Q3 | $357K | Sell |
1,852
-278
| -13% | -$53.6K | 0.01% | 319 |
|
|
2018
Q2 | $362K | Sell |
2,130
-200
| -9% | -$34K | 0.01% | 306 |
|
|
2018
Q1 | $380K | Sell |
2,330
-400
| -15% | -$65.2K | 0.01% | 273 |
|
|
2017
Q4 | $409K | Sell |
2,730
-325
| -11% | -$48.7K | 0.02% | 275 |
|
|
2017
Q3 | $464K | Hold |
3,055
| – | – | 0.02% | 262 |
|
|
2017
Q2 | $394K | Hold |
3,055
| – | – | 0.02% | 280 |
|
|
2017
Q1 | $334K | Sell |
3,055
-20
| -0.7% | -$2.19K | 0.01% | 305 |
|
|
2016
Q4 | $226K | Buy |
3,075
+2,755
| +861% | +$202K | 0.01% | 342 |
|
|
2016
Q3 | $28K | Hold |
320
| – | – | ﹤0.01% | 720 |
|
|
2016
Q2 | $28K | Buy |
320
+65
| +25% | +$5.69K | ﹤0.01% | 702 |
|
|
2016
Q1 | $20K | Sell |
255
-29
| -10% | -$2.28K | ﹤0.01% | 727 |
|
|
2015
Q4 | $36K | Buy |
284
+29
| +11% | +$3.68K | ﹤0.01% | 658 |
|
|
2015
Q3 | $26K | Hold |
255
| – | – | ﹤0.01% | 689 |
|
|
2015
Q2 | $32K | Sell |
255
-8
| -3% | -$1K | ﹤0.01% | 711 |
|
|
2015
Q1 | $32K | Sell |
263
-18
| -6% | -$2.19K | ﹤0.01% | 701 |
|
|
2014
Q4 | $34K | Buy |
281
+26
| +10% | +$3.15K | ﹤0.01% | 594 |
|
|
2014
Q3 | $27K | Hold |
255
| – | – | ﹤0.01% | 695 |
|
|
2014
Q2 | $25K | Sell |
255
-200
| -44% | -$19.6K | ﹤0.01% | 707 |
|
|
2014
Q1 | $33K | Hold |
455
| – | – | ﹤0.01% | 661 |
|
|
2013
Q4 | $34K | Sell |
455
-100
| -18% | -$7.47K | ﹤0.01% | 612 |
|
|
2013
Q3 | $42K | Buy |
555
+100
| +22% | +$7.57K | ﹤0.01% | 583 |
|
|
2013
Q2 | $36K | Buy |
+455
| New | +$36K | ﹤0.01% | 607 |
|