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