OneDigital Investment 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 | $719K | Sell |
1,615
-140
| -8% | -$62.3K | 0.01% | 754 |
|
|
2025
Q1 | $851K | Sell |
1,755
-945
| -35% | -$458K | 0.01% | 658 |
|
|
2024
Q4 | $1.09M | Sell |
2,700
-117
| -4% | -$47.1K | 0.01% | 609 |
|
|
2024
Q3 | $1.31M | Buy |
2,817
+1,086
| +63% | +$505K | 0.02% | 564 |
|
|
2024
Q2 | $812K | Sell |
1,731
-90
| -5% | -$42.2K | 0.01% | 693 |
|
|
2024
Q1 | $761K | Sell |
1,821
-716
| -28% | -$299K | 0.01% | 591 |
|
|
2023
Q4 | $1.03M | Sell |
2,537
-553
| -18% | -$225K | 0.02% | 464 |
|
|
2023
Q3 | $1.07M | Buy |
3,090
+1,536
| +99% | +$534K | 0.02% | 401 |
|
|
2023
Q2 | $547K | Sell |
1,554
-1,289
| -45% | -$454K | 0.01% | 608 |
|
|
2023
Q1 | $896K | Buy |
2,843
+2,126
| +297% | +$670K | 0.02% | 419 |
|
|
2022
Q4 | $207K | Buy |
+717
| New | +$207K | 0.01% | 770 |
|
|
2021
Q3 | – | Sell |
-1,066
| Closed | -$215K | – | 782 |
|
|
2021
Q2 | $215K | Buy |
+1,066
| New | +$215K | 0.01% | 650 |
|
|
2020
Q4 | – | Sell |
-775
| Closed | -$211K | – | 670 |
|
|
2020
Q3 | $211K | Sell |
775
-425
| -35% | -$116K | 0.01% | 529 |
|
|
2020
Q2 | $348K | Buy |
1,200
+279
| +30% | +$80.9K | 0.03% | 399 |
|
|
2020
Q1 | $219K | Buy |
+921
| New | +$219K | 0.02% | 444 |
|
|
2019
Q3 | – | Sell |
-155
| Closed | -$28K | – | 1104 |
|
|
2019
Q2 | $28K | Sell |
155
-5
| -3% | -$903 | ﹤0.01% | 714 |
|
|
2019
Q1 | $29K | Hold |
160
| – | – | ﹤0.01% | 627 |
|
|
2018
Q4 | $27K | Buy |
+160
| New | +$27K | ﹤0.01% | 610 |
|
|
2018
Q3 | – | Sell |
-125
| Closed | -$21K | – | 1266 |
|
|
2018
Q2 | $21K | Sell |
125
-10
| -7% | -$1.68K | ﹤0.01% | 793 |
|
|
2018
Q1 | $22K | Sell |
135
-165
| -55% | -$26.9K | ﹤0.01% | 787 |
|
|
2017
Q4 | $45K | Hold |
300
| – | – | 0.01% | 546 |
|
|
2017
Q3 | $46K | Sell |
300
-175
| -37% | -$26.8K | 0.02% | 405 |
|
|
2017
Q2 | $61K | Buy |
+475
| New | +$61K | 0.02% | 421 |
|