Integrated Wealth Concepts’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 | $1.93M | Sell |
4,330
-384
| -8% | -$171K | 0.02% | 629 |
|
|
2025
Q1 | $2.29M | Sell |
4,714
-188
| -4% | -$91.1K | 0.03% | 546 |
|
|
2024
Q4 | $1.97M | Sell |
4,902
-207
| -4% | -$83.4K | 0.02% | 556 |
|
|
2024
Q3 | $2.38M | Buy |
5,109
+1,772
| +53% | +$824K | 0.03% | 504 |
|
|
2024
Q2 | $1.56M | Buy |
3,337
+159
| +5% | +$74.5K | 0.02% | 588 |
|
|
2024
Q1 | $1.33M | Buy |
3,178
+283
| +10% | +$118K | 0.02% | 652 |
|
|
2023
Q4 | $1.18M | Hold |
2,895
| – | – | 0.02% | 659 |
|
|
2023
Q3 | $1.01M | Sell |
2,895
-15
| -0.5% | -$5.22K | 0.02% | 689 |
|
|
2023
Q2 | $1.02M | Buy |
2,910
+919
| +46% | +$323K | 0.02% | 670 |
|
|
2023
Q1 | $627K | Buy |
+1,991
| New | +$627K | 0.01% | 778 |
|
|
2022
Q4 | – | Sell |
-733
| Closed | -$212K | – | 1082 |
|
|
2022
Q3 | $212K | Sell |
733
-51
| -7% | -$14.8K | 0.01% | 847 |
|
|
2022
Q2 | $221K | Sell |
784
-182
| -19% | -$51.3K | 0.01% | 864 |
|
|
2022
Q1 | $252K | Sell |
966
-287
| -23% | -$74.9K | 0.01% | 803 |
|
|
2021
Q4 | $275K | Sell |
1,253
-114
| -8% | -$25K | 0.01% | 817 |
|
|
2021
Q3 | $248K | Sell |
1,367
-622
| -31% | -$113K | 0.01% | 811 |
|
|
2021
Q2 | $401K | Sell |
1,989
-225
| -10% | -$45.4K | 0.01% | 583 |
|
|
2021
Q1 | $476K | Buy |
2,214
+155
| +8% | +$33.3K | 0.02% | 480 |
|
|
2020
Q4 | $487K | Sell |
2,059
-683
| -25% | -$162K | 0.02% | 420 |
|
|
2020
Q3 | $746K | Buy |
2,742
+642
| +31% | +$175K | 0.05% | 265 |
|
|
2020
Q2 | $610K | Buy |
2,100
+8
| +0.4% | +$2.32K | 0.04% | 248 |
|
|
2020
Q1 | $498K | Buy |
2,092
+366
| +21% | +$87.1K | 0.05% | 225 |
|
|
2019
Q4 | $378K | Sell |
1,726
-50
| -3% | -$11K | 0.03% | 314 |
|
|
2019
Q3 | $301K | Buy |
1,776
+66
| +4% | +$11.2K | 0.03% | 313 |
|
|
2019
Q2 | $314K | Buy |
1,710
+519
| +44% | +$95.3K | 0.04% | 264 |
|
|
2019
Q1 | $219K | Buy |
+1,191
| New | +$219K | 0.04% | 300 |
|