LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
744
+50
| +7% | +$22.3K | ﹤0.01% | 237 |
|
|
2025
Q1 | $342K | Hold |
694
| – | – | ﹤0.01% | 232 |
|
|
2024
Q4 | $308K | Buy |
694
+34
| +5% | +$15.1K | ﹤0.01% | 239 |
|
|
2024
Q3 | $311K | Buy |
660
+101
| +18% | +$47.7K | ﹤0.01% | 235 |
|
|
2024
Q2 | $273K | Hold |
559
| – | – | ﹤0.01% | 243 |
|
|
2024
Q1 | $224K | Buy |
559
+12
| +2% | +$4.8K | ﹤0.01% | 261 |
|
|
2023
Q4 | $237K | Hold |
547
| – | – | ﹤0.01% | 263 |
|
|
2023
Q3 | $206K | Hold |
547
| – | – | ﹤0.01% | 283 |
|
|
2023
Q2 | $192K | Buy |
547
+7
| +1% | +$2.46K | ﹤0.01% | 299 |
|
|
2023
Q1 | $170K | Buy |
540
+145
| +37% | +$45.7K | ﹤0.01% | 288 |
|
|
2022
Q4 | $114K | Hold |
395
| – | – | ﹤0.01% | 331 |
|
|
2022
Q3 | $114K | Hold |
395
| – | – | ﹤0.01% | 338 |
|
|
2022
Q2 | $111K | Buy |
395
+90
| +30% | +$25.3K | ﹤0.01% | 350 |
|
|
2022
Q1 | $80K | Hold |
305
| – | – | ﹤0.01% | 407 |
|
|
2021
Q4 | $67K | Sell |
305
-10
| -3% | -$2.2K | ﹤0.01% | 431 |
|
|
2021
Q3 | $57K | Sell |
315
-25
| -7% | -$4.52K | ﹤0.01% | 450 |
|
|
2021
Q2 | $69K | Buy |
+340
| New | +$69K | ﹤0.01% | 445 |
|
|
2021
Q1 | – | Sell |
-761
| Closed | -$180K | – | 697 |
|
|
2020
Q4 | $180K | Sell |
761
-174
| -19% | -$41.2K | ﹤0.01% | 284 |
|
|
2020
Q3 | $254K | Hold |
935
| – | – | ﹤0.01% | 245 |
|
|
2020
Q2 | $271K | Buy |
935
+250
| +36% | +$72.5K | ﹤0.01% | 224 |
|
|
2020
Q1 | $163K | Sell |
685
-159
| -19% | -$37.8K | ﹤0.01% | 250 |
|
|
2019
Q4 | $185K | Hold |
844
| – | – | ﹤0.01% | 279 |
|
|
2019
Q3 | $143K | Buy |
844
+89
| +12% | +$15.1K | ﹤0.01% | 295 |
|
|
2019
Q2 | $138K | Hold |
755
| – | – | ﹤0.01% | 300 |
|
|
2019
Q1 | $139K | Hold |
755
| – | – | ﹤0.01% | 292 |
|
|
2018
Q4 | $125K | Hold |
755
| – | – | ﹤0.01% | 297 |
|
|
2018
Q3 | $146K | Hold |
755
| – | – | ﹤0.01% | 297 |
|
|
2018
Q2 | $128K | Sell |
755
-65
| -8% | -$11K | ﹤0.01% | 327 |
|
|
2018
Q1 | $134K | Hold |
820
| – | – | ﹤0.01% | 329 |
|
|
2017
Q4 | $123K | Buy |
820
+195
| +31% | +$29.3K | ﹤0.01% | 342 |
|
|
2017
Q3 | $95K | Hold |
625
| – | – | ﹤0.01% | 366 |
|
|
2017
Q2 | $95K | Sell |
625
-175
| -22% | -$26.6K | ﹤0.01% | 361 |
|
|
2017
Q1 | $87K | Hold |
800
| – | – | ﹤0.01% | 370 |
|
|
2016
Q4 | $59K | Hold |
800
| – | – | ﹤0.01% | 377 |
|
|
2016
Q3 | $70K | Hold |
800
| – | – | ﹤0.01% | 373 |
|
|
2016
Q2 | $69K | Hold |
800
| – | – | ﹤0.01% | 367 |
|
|
2016
Q1 | $64K | Hold |
800
| – | – | ﹤0.01% | 363 |
|
|
2015
Q4 | $101K | Hold |
800
| – | – | ﹤0.01% | 344 |
|
|
2015
Q3 | $99K | Hold |
800
| – | – | ﹤0.01% | 358 |
|
|
2015
Q2 | $99K | Hold |
800
| – | – | ﹤0.01% | 358 |
|
|
2015
Q1 | $94K | Sell |
800
-500
| -38% | -$58.8K | ﹤0.01% | 369 |
|
|
2014
Q4 | $154K | Hold |
1,300
| – | – | ﹤0.01% | 311 |
|
|
2014
Q3 | $146K | Hold |
1,300
| – | – | ﹤0.01% | 305 |
|
|
2014
Q2 | $123K | Hold |
1,300
| – | – | ﹤0.01% | 333 |
|
|
2014
Q1 | $92K | Sell |
1,300
-177
| -12% | -$12.5K | ﹤0.01% | 352 |
|
|
2013
Q4 | $110K | Buy |
1,477
+1,177
| +392% | +$87.7K | ﹤0.01% | 319 |
|
|
2013
Q3 | $23K | Hold |
300
| – | – | ﹤0.01% | 430 |
|
|
2013
Q2 | $24K | Buy |
+300
| New | +$24K | ﹤0.01% | 460 |
|