Heirloom Wealth Management’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 | $8.74M | Buy |
19,633
+80
| +0.4% | +$35.6K | 2.31% | 15 |
|
2025
Q1 | $9.48M | Buy |
19,553
+760
| +4% | +$368K | 2.72% | 15 |
|
2024
Q4 | $7.57M | Buy |
18,793
+1,185
| +7% | +$477K | 2.27% | 15 |
|
2024
Q3 | $8.19M | Buy |
17,608
+321
| +2% | +$149K | 2.55% | 15 |
|
2024
Q2 | $8.1M | Sell |
17,287
-264
| -2% | -$124K | 2.63% | 13 |
|
2024
Q1 | $7.34M | Sell |
17,551
-284
| -2% | -$119K | 2.5% | 14 |
|
2023
Q4 | $7.26M | Buy |
17,835
+384
| +2% | +$156K | 2.79% | 13 |
|
2023
Q3 | $6.07M | Sell |
17,451
-316
| -2% | -$110K | 2.7% | 13 |
|
2023
Q2 | $6.25M | Buy |
17,767
+736
| +4% | +$259K | 2.72% | 13 |
|
2023
Q1 | $5.37M | Buy |
17,031
+4,848
| +40% | +$1.53M | 2.56% | 15 |
|
2022
Q4 | $3.52M | Buy |
+12,183
| New | +$3.52M | 2.19% | 18 |
|
2022
Q2 | $3.49M | Buy |
11,692
+746
| +7% | +$223K | 2.86% | 16 |
|
2022
Q1 | $2.7M | Sell |
10,946
-254
| -2% | -$62.7K | 1.88% | 18 |
|
2021
Q4 | $2.57M | Buy |
+11,200
| New | +$2.57M | 2.21% | 17 |
|