Perigon Wealth Management’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 | $2.67M | Buy |
6,004
+724
| +14% | +$322K | 0.06% | 281 |
|
2025
Q1 | $2.56M | Buy |
5,280
+337
| +7% | +$163K | 0.07% | 270 |
|
2024
Q4 | $2.06M | Buy |
4,943
+94
| +2% | +$39.2K | 0.05% | 304 |
|
2024
Q3 | $2.26M | Buy |
+4,849
| New | +$2.26M | 0.06% | 266 |
|
2024
Q1 | – | Sell |
-1,432
| Closed | -$583K | – | 901 |
|
2023
Q4 | $583K | Buy |
1,432
+8
| +0.6% | +$3.26K | 0.02% | 459 |
|
2023
Q3 | $495K | Sell |
1,424
-124
| -8% | -$43.1K | 0.02% | 447 |
|
2023
Q2 | $545K | Buy |
1,548
+216
| +16% | +$76K | 0.02% | 438 |
|
2023
Q1 | $420K | Sell |
1,332
-407
| -23% | -$128K | 0.02% | 434 |
|
2022
Q4 | $502K | Buy |
1,739
+147
| +9% | +$42.5K | 0.03% | 387 |
|
2022
Q3 | $461K | Sell |
1,592
-1,038
| -39% | -$301K | 0.04% | 346 |
|
2022
Q2 | $741K | Sell |
2,630
-1,011
| -28% | -$285K | 0.06% | 254 |
|
2022
Q1 | $950K | Buy |
3,641
+526
| +17% | +$137K | 0.07% | 239 |
|
2021
Q4 | $684K | Buy |
3,115
+444
| +17% | +$97.5K | 0.05% | 278 |
|
2021
Q3 | $484K | Sell |
2,671
-469
| -15% | -$85K | 0.04% | 310 |
|
2021
Q2 | $633K | Buy |
3,140
+996
| +46% | +$201K | 0.06% | 260 |
|
2021
Q1 | $461K | Buy |
2,144
+1,403
| +189% | +$302K | 0.05% | 307 |
|
2020
Q4 | $175K | Buy |
+741
| New | +$175K | 0.02% | 416 |
|
2018
Q2 | – | Sell |
-65
| Closed | -$11K | – | 585 |
|
2018
Q1 | $11K | Hold |
65
| – | – | ﹤0.01% | 507 |
|
2017
Q4 | $10K | Hold |
65
| – | – | ﹤0.01% | 493 |
|
2017
Q3 | $10K | Buy |
+65
| New | +$10K | ﹤0.01% | 513 |
|