Lipe & Dalton’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 | $1.92M | Sell |
4,306
-275
| -6% | -$122K | 1.04% | 37 |
|
|
2025
Q1 | $2.22M | Sell |
4,581
-400
| -8% | -$194K | 1.24% | 31 |
|
|
2024
Q4 | $2.01M | Sell |
4,981
-10
| -0.2% | -$4.03K | 1.06% | 33 |
|
|
2024
Q3 | $2.32M | Sell |
4,991
-50
| -1% | -$23.3K | 1.17% | 33 |
|
|
2024
Q2 | $2.36M | Sell |
5,041
-94
| -2% | -$44.1K | 1.27% | 29 |
|
|
2024
Q1 | $2.15M | Hold |
5,135
| – | – | 1.11% | 34 |
|
|
2023
Q4 | $2.09M | Buy |
5,135
+100
| +2% | +$40.7K | 1.13% | 33 |
|
|
2023
Q3 | $1.75M | Hold |
5,035
| – | – | 1.05% | 32 |
|
|
2023
Q2 | $1.77M | Sell |
5,035
-50
| -1% | -$17.6K | 1.01% | 33 |
|
|
2023
Q1 | $1.6M | Sell |
5,085
-100
| -2% | -$31.5K | 0.92% | 36 |
|
|
2022
Q4 | $1.5M | Sell |
5,185
-50
| -1% | -$14.4K | 0.86% | 37 |
|
|
2022
Q3 | $1.52M | Sell |
5,235
-10
| -0.2% | -$2.9K | 0.95% | 37 |
|
|
2022
Q2 | $1.48M | Buy |
5,245
+400
| +8% | +$113K | 0.86% | 38 |
|
|
2022
Q1 | $1.26M | Buy |
4,845
+650
| +15% | +$170K | 0.62% | 44 |
|
|
2021
Q4 | $921K | Hold |
4,195
| – | – | 0.44% | 55 |
|
|
2021
Q3 | $761K | Sell |
4,195
-205
| -5% | -$37.2K | 0.39% | 55 |
|
|
2021
Q2 | $887K | Buy |
4,400
+245
| +6% | +$49.4K | 0.46% | 52 |
|
|
2021
Q1 | $893K | Sell |
4,155
-225
| -5% | -$48.4K | 0.5% | 49 |
|
|
2020
Q4 | $1.04M | Buy |
+4,380
| New | +$1.04M | 0.64% | 46 |
|