MSFP
Mark Sheptoff Financial Planning’s Vertex Pharmaceuticals VRTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Buy |
10,771
+100
| +0.9% | +$44.5K | 2.56% | 12 |
|
|
2025
Q1 | $5.17M | Sell |
10,671
-400
| -4% | -$194K | 2.85% | 12 |
|
|
2024
Q4 | $4.46M | Sell |
11,071
-175
| -2% | -$70.5K | 2.39% | 11 |
|
|
2024
Q3 | $5.23M | Sell |
11,246
-176
| -2% | -$81.9K | 2.78% | 8 |
|
|
2024
Q2 | $5.35M | Buy |
11,422
+76
| +0.7% | +$35.6K | 2.99% | 7 |
|
|
2024
Q1 | $4.74M | Buy |
11,346
+50
| +0.4% | +$20.9K | 2.63% | 10 |
|
|
2023
Q4 | $4.6M | Buy |
11,296
+66
| +0.6% | +$26.9K | 2.77% | 9 |
|
|
2023
Q3 | $3.91M | Hold |
11,230
| – | – | 2.51% | 11 |
|
|
2023
Q2 | $3.95M | Sell |
11,230
-200
| -2% | -$70.4K | 2.26% | 10 |
|
|
2023
Q1 | $3.6M | Hold |
11,430
| – | – | 2.09% | 12 |
|
|
2022
Q4 | $3.3M | Hold |
11,430
| – | – | 1.94% | 12 |
|
|
2022
Q3 | $3.31M | Sell |
11,430
-750
| -6% | -$217K | 2.01% | 13 |
|
|
2022
Q2 | $3.43M | Sell |
12,180
-313
| -3% | -$88.2K | 1.97% | 12 |
|
|
2022
Q1 | $3.26M | Buy |
12,493
+5,350
| +75% | +$1.4M | 1.64% | 13 |
|
|
2021
Q4 | $1.57M | Buy |
7,143
+100
| +1% | +$22K | 0.75% | 29 |
|
|
2021
Q3 | $1.28M | Sell |
7,043
-87
| -1% | -$15.8K | 0.7% | 29 |
|
|
2021
Q2 | $1.44M | Sell |
7,130
-375
| -5% | -$75.6K | 0.77% | 27 |
|
|
2021
Q1 | $1.61M | Sell |
7,505
-2,897
| -28% | -$623K | 0.93% | 23 |
|
|
2020
Q4 | $2.46M | Buy |
10,402
+725
| +7% | +$171K | 1.4% | 17 |
|
|
2020
Q3 | $2.63M | Buy |
9,677
+450
| +5% | +$122K | 1.62% | 14 |
|
|
2020
Q2 | $2.68M | Buy |
9,227
+165
| +2% | +$47.9K | 1.74% | 12 |
|
|
2020
Q1 | $2.16M | Buy |
9,062
+275
| +3% | +$65.4K | 1.63% | 15 |
|
|
2019
Q4 | $1.92M | Buy |
8,787
+1,050
| +14% | +$230K | 1.21% | 22 |
|
|
2019
Q3 | $1.31M | Sell |
7,737
-1,203
| -13% | -$204K | 0.88% | 32 |
|
|
2019
Q2 | $1.64M | Buy |
8,940
+600
| +7% | +$110K | 1.12% | 23 |
|
|
2019
Q1 | $1.53M | Buy |
8,340
+250
| +3% | +$46K | 1.11% | 22 |
|
|
2018
Q4 | $1.34M | Sell |
8,090
-600
| -7% | -$99.5K | 1.11% | 23 |
|
|
2018
Q3 | $1.68M | Buy |
8,690
+350
| +4% | +$67.5K | 1.15% | 23 |
|
|
2018
Q2 | $1.42M | Buy |
8,340
+100
| +1% | +$17K | 1.05% | 23 |
|
|
2018
Q1 | $1.34M | Sell |
8,240
-1,950
| -19% | -$318K | 0.93% | 27 |
|
|
2017
Q4 | $1.53M | Sell |
10,190
-1,225
| -11% | -$184K | 0.99% | 24 |
|
|
2017
Q3 | $1.74M | Buy |
11,415
+1,825
| +19% | +$278K | 1.17% | 24 |
|
|
2017
Q2 | $1.24M | Buy |
9,590
+8,939
| +1,373% | +$1.15M | 0.85% | 33 |
|
|
2017
Q1 | $71K | Buy |
+651
| New | +$71K | 0.05% | 159 |
|
|
2016
Q3 | – | Sell |
-106
| Closed | -$9K | – | 376 |
|
|
2016
Q2 | $9K | Buy |
106
+100
| +1,667% | +$8.49K | 0.01% | 255 |
|
|
2016
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 403 |
|
|
2015
Q4 | $1K | Sell |
6
-7
| -54% | -$1.17K | ﹤0.01% | 372 |
|
|
2015
Q3 | $1K | Buy |
13
+7
| +117% | +$538 | ﹤0.01% | 387 |
|
|
2015
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 375 |
|