Kingswood Wealth 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 | $248K | Buy |
557
+1
| +0.2% | +$445 | 0.02% | 628 |
|
|
2025
Q1 | $270K | Sell |
556
-19
| -3% | -$9.21K | 0.02% | 585 |
|
|
2024
Q4 | $232K | Sell |
575
-3,773
| -87% | -$1.52M | 0.02% | 695 |
|
|
2024
Q3 | $2.02M | Sell |
4,348
-59
| -1% | -$27.4K | 0.14% | 164 |
|
|
2024
Q2 | $2.07M | Buy |
4,407
+2,714
| +160% | +$1.27M | 0.19% | 114 |
|
|
2024
Q1 | $708K | Sell |
1,693
-109
| -6% | -$45.6K | 0.08% | 268 |
|
|
2023
Q4 | $733K | Buy |
+1,802
| New | +$733K | 0.08% | 262 |
|