J.W. Cole 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 | $705K | Sell |
1,584
-169
| -10% | -$75.2K | 0.02% | 801 |
|
2025
Q1 | $850K | Buy |
1,753
+1,044
| +147% | +$506K | 0.03% | 589 |
|
2024
Q4 | $286K | Buy |
709
+20
| +3% | +$8.05K | 0.01% | 799 |
|
2024
Q3 | $320K | Sell |
689
-156
| -18% | -$72.6K | 0.01% | 748 |
|
2024
Q2 | $396K | Buy |
845
+63
| +8% | +$29.5K | 0.02% | 600 |
|
2024
Q1 | $327K | Buy |
782
+195
| +33% | +$81.5K | 0.02% | 661 |
|
2023
Q4 | $239K | Buy |
+587
| New | +$239K | 0.01% | 711 |
|
2022
Q1 | – | Sell |
-1,402
| Closed | -$308K | – | 874 |
|
2021
Q4 | $308K | Sell |
1,402
-187
| -12% | -$41.1K | 0.02% | 642 |
|
2021
Q3 | $288K | Buy |
1,589
+163
| +11% | +$29.5K | 0.02% | 364 |
|
2021
Q2 | $288K | Buy |
1,426
+376
| +36% | +$75.9K | 0.02% | 591 |
|
2021
Q1 | $226K | Buy |
+1,050
| New | +$226K | 0.02% | 596 |
|