Optimum 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 | $20.5K | Hold |
46
| – | – | 0.01% | 439 |
|
|
2025
Q1 | $22.3K | Hold |
46
| – | – | 0.01% | 426 |
|
|
2024
Q4 | $18.5K | Hold |
46
| – | – | 0.01% | 444 |
|
|
2024
Q3 | $21.4K | Hold |
46
| – | – | 0.01% | 447 |
|
|
2024
Q2 | $21.6K | Buy |
+46
| New | +$21.6K | 0.01% | 442 |
|
|
2022
Q4 | – | Sell |
-150
| Closed | -$43K | – | 823 |
|
|
2022
Q3 | $43K | Hold |
150
| – | – | 0.02% | 401 |
|
|
2022
Q2 | $42K | Hold |
150
| – | – | 0.02% | 422 |
|
|
2022
Q1 | $39K | Hold |
150
| – | – | 0.02% | 479 |
|
|
2021
Q4 | $33K | Hold |
150
| – | – | 0.01% | 534 |
|
|
2021
Q3 | $27K | Sell |
150
-125
| -45% | -$22.5K | 0.01% | 554 |
|
|
2021
Q2 | $55K | Hold |
275
| – | – | 0.02% | 485 |
|
|
2021
Q1 | $59K | Hold |
275
| – | – | 0.02% | 466 |
|
|
2020
Q4 | $65K | Sell |
275
-450
| -62% | -$106K | 0.02% | 432 |
|
|
2020
Q3 | $197K | Buy |
725
+300
| +71% | +$81.5K | 0.07% | 239 |
|
|
2020
Q2 | $123K | Hold |
425
| – | – | 0.04% | 291 |
|
|
2020
Q1 | $101K | Sell |
425
-171
| -29% | -$40.6K | 0.04% | 304 |
|
|
2019
Q4 | $130K | Buy |
596
+150
| +34% | +$32.7K | 0.04% | 350 |
|
|
2019
Q3 | $76K | Hold |
446
| – | – | 0.02% | 426 |
|
|
2019
Q2 | $82K | Hold |
446
| – | – | 0.03% | 416 |
|
|
2019
Q1 | $82K | Hold |
446
| – | – | 0.03% | 420 |
|
|
2018
Q4 | $74K | Hold |
446
| – | – | 0.03% | 401 |
|
|
2018
Q3 | $86K | Hold |
446
| – | – | 0.02% | 427 |
|
|
2018
Q2 | $76K | Buy |
446
+300
| +205% | +$51.1K | 0.02% | 448 |
|
|
2018
Q1 | $24K | Buy |
+146
| New | +$24K | 0.01% | 678 |
|