Lake Street Private Wealth’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,185
| Closed | -$2.41M | – | 271 |
|
2024
Q3 | $2.41M | Buy |
5,185
+3,528
| +213% | +$1.64M | 0.39% | 71 |
|
2024
Q2 | $777K | Sell |
1,657
-1,846
| -53% | -$865K | 0.1% | 171 |
|
2024
Q1 | $1.46M | Buy |
3,503
+1,949
| +125% | +$815K | 0.2% | 122 |
|
2023
Q4 | $632K | Sell |
1,554
-550
| -26% | -$224K | 0.1% | 181 |
|
2023
Q3 | $742K | Sell |
2,104
-38
| -2% | -$13.4K | 0.13% | 150 |
|
2023
Q2 | $754K | Buy |
2,142
+47
| +2% | +$16.5K | 0.13% | 152 |
|
2023
Q1 | $660K | Buy |
+2,095
| New | +$660K | 0.12% | 161 |
|