Heartwood Wealth Advisors’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 | $253K | Buy |
568
+30
| +6% | +$13.4K | 0.03% | 165 |
|
2025
Q1 | $261K | Hold |
538
| – | – | 0.03% | 154 |
|
2024
Q4 | $217K | Sell |
538
-6
| -1% | -$2.42K | 0.02% | 161 |
|
2024
Q3 | $253K | Buy |
544
+12
| +2% | +$5.58K | 0.03% | 149 |
|
2024
Q2 | $249K | Hold |
532
| – | – | 0.03% | 151 |
|
2024
Q1 | $222K | Buy |
532
+9
| +2% | +$3.76K | 0.03% | 147 |
|
2023
Q4 | $213K | Buy |
+523
| New | +$213K | 0.03% | 137 |
|