Financial Advocates Investment Management’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,148
| Closed | -$1.46M | – | 792 |
|
2024
Q3 | $1.46M | Buy |
3,148
+479
| +18% | +$223K | 0.08% | 227 |
|
2024
Q2 | $1.25M | Buy |
2,669
+1,724
| +182% | +$808K | 0.08% | 244 |
|
2024
Q1 | $395K | Buy |
945
+15
| +2% | +$6.27K | 0.02% | 505 |
|
2023
Q4 | $378K | Buy |
930
+138
| +17% | +$56.2K | 0.02% | 491 |
|
2023
Q3 | $275K | Buy |
792
+56
| +8% | +$19.5K | 0.02% | 549 |
|
2023
Q2 | $259K | Sell |
736
-109
| -13% | -$38.4K | 0.02% | 559 |
|
2023
Q1 | $266K | Buy |
+845
| New | +$266K | 0.02% | 584 |
|
2022
Q4 | – | Sell |
-12,405
| Closed | -$369K | – | 869 |
|
2022
Q3 | $369K | Buy |
+12,405
| New | +$369K | 0.03% | 490 |
|
2020
Q3 | – | Sell |
-721
| Closed | -$210K | – | 671 |
|
2020
Q2 | $210K | Buy |
+721
| New | +$210K | 0.02% | 539 |
|