Keudell/Morrison 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 | $266K | Sell |
597
-45
| -7% | -$20K | 0.06% | 183 |
|
2025
Q1 | $311K | Sell |
642
-4
| -0.6% | -$1.94K | 0.07% | 158 |
|
2024
Q4 | $260K | Hold |
646
| – | – | 0.07% | 174 |
|
2024
Q3 | $300K | Sell |
646
-285
| -31% | -$133K | 0.08% | 161 |
|
2024
Q2 | $436K | Sell |
931
-59
| -6% | -$27.7K | 0.13% | 127 |
|
2024
Q1 | $414K | Sell |
990
-10
| -1% | -$4.18K | 0.13% | 130 |
|
2023
Q4 | $407K | Sell |
1,000
-50
| -5% | -$20.3K | 0.13% | 123 |
|
2023
Q3 | $365K | Sell |
1,050
-47
| -4% | -$16.3K | 0.11% | 122 |
|
2023
Q2 | $386K | Sell |
1,097
-118
| -10% | -$41.5K | 0.11% | 118 |
|
2023
Q1 | $383K | Buy |
1,215
+123
| +11% | +$38.8K | 0.11% | 117 |
|
2022
Q4 | $315K | Sell |
1,092
-117
| -10% | -$33.8K | 0.1% | 134 |
|
2022
Q3 | $350K | Sell |
1,209
-143
| -11% | -$41.4K | 0.13% | 116 |
|
2022
Q2 | $381K | Sell |
1,352
-86
| -6% | -$24.2K | 0.14% | 113 |
|
2022
Q1 | $375K | Buy |
1,438
+53
| +4% | +$13.8K | 0.16% | 126 |
|
2021
Q4 | $304K | Sell |
1,385
-303
| -18% | -$66.5K | 0.12% | 138 |
|
2021
Q3 | $306K | Sell |
1,688
-41
| -2% | -$7.43K | 0.13% | 134 |
|
2021
Q2 | $349K | Buy |
1,729
+48
| +3% | +$9.69K | 0.19% | 124 |
|
2021
Q1 | $361K | Buy |
1,681
+25
| +2% | +$5.37K | 0.21% | 115 |
|
2020
Q4 | $391K | Buy |
1,656
+247
| +18% | +$58.3K | 0.25% | 106 |
|
2020
Q3 | $383K | Buy |
1,409
+155
| +12% | +$42.1K | 0.25% | 97 |
|
2020
Q2 | $364K | Buy |
1,254
+369
| +42% | +$107K | 0.3% | 95 |
|
2020
Q1 | $211K | Sell |
885
-51
| -5% | -$12.2K | 0.21% | 122 |
|
2019
Q4 | $205K | Buy |
+936
| New | +$205K | 0.14% | 146 |
|