Plante Moran Financial 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 | $97.5K | Buy |
219
+28
| +15% | +$12.5K | 0.01% | 240 |
|
|
2025
Q1 | $92.6K | Hold |
191
| – | – | 0.01% | 257 |
|
|
2024
Q4 | $76.9K | Sell |
191
-1
| -0.5% | -$403 | 0.01% | 294 |
|
|
2024
Q3 | $89.3K | Buy |
192
+1
| +0.5% | +$465 | 0.01% | 298 |
|
|
2024
Q2 | $89.5K | Hold |
191
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $79.8K | Hold |
191
| – | – | 0.01% | 275 |
|
|
2023
Q4 | $77.7K | Hold |
191
| – | – | 0.01% | 272 |
|
|
2023
Q3 | $66.4K | Hold |
191
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $67.2K | Sell |
191
-100
| -34% | -$35.2K | 0.01% | 264 |
|
|
2023
Q1 | $91.7K | Hold |
291
| – | – | 0.01% | 236 |
|
|
2022
Q4 | $84K | Hold |
291
| – | – | 0.01% | 248 |
|
|
2022
Q3 | $84K | Sell |
291
-20
| -6% | -$5.77K | 0.01% | 238 |
|
|
2022
Q2 | $88K | Buy |
311
+20
| +7% | +$5.66K | 0.01% | 232 |
|
|
2022
Q1 | $76K | Sell |
291
-50
| -15% | -$13.1K | 0.01% | 267 |
|
|
2021
Q4 | $75K | Buy |
341
+50
| +17% | +$11K | 0.01% | 292 |
|
|
2021
Q3 | $53K | Buy |
291
+141
| +94% | +$25.7K | 0.01% | 371 |
|
|
2021
Q2 | $30K | Sell |
150
-14
| -9% | -$2.8K | 0.01% | 477 |
|
|
2021
Q1 | $35K | Buy |
164
+50
| +44% | +$10.7K | 0.01% | 435 |
|
|
2020
Q4 | $27K | Buy |
114
+14
| +14% | +$3.32K | 0.01% | 464 |
|
|
2020
Q3 | $27K | Sell |
100
-3
| -3% | -$810 | 0.01% | 433 |
|
|
2020
Q2 | $30K | Sell |
103
-20
| -16% | -$5.83K | 0.01% | 367 |
|
|
2020
Q1 | $29K | Sell |
123
-2
| -2% | -$472 | 0.01% | 336 |
|
|
2019
Q4 | $27K | Buy |
125
+7
| +6% | +$1.51K | 0.01% | 415 |
|
|
2019
Q3 | $20K | Buy |
118
+10
| +9% | +$1.7K | 0.01% | 505 |
|
|
2019
Q2 | $20K | Sell |
108
-92
| -46% | -$17K | 0.01% | 479 |
|
|
2019
Q1 | $37K | Buy |
200
+100
| +100% | +$18.5K | 0.01% | 389 |
|
|
2018
Q4 | $17K | Hold |
100
| – | – | 0.01% | 445 |
|
|
2018
Q3 | $19K | Hold |
100
| – | – | 0.01% | 437 |
|
|
2018
Q2 | $17K | Sell |
100
-16
| -14% | -$2.72K | 0.01% | 493 |
|
|
2018
Q1 | $19K | Buy |
116
+16
| +16% | +$2.62K | 0.01% | 518 |
|
|
2017
Q4 | $15K | Hold |
100
| – | – | 0.01% | 541 |
|
|
2017
Q3 | $15K | Hold |
100
| – | – | 0.01% | 498 |
|
|
2017
Q2 | $13K | Hold |
100
| – | – | 0.01% | 528 |
|
|
2017
Q1 | $11K | Sell |
100
-48
| -32% | -$5.28K | 0.01% | 564 |
|
|
2016
Q4 | $11K | Hold |
148
| – | – | 0.01% | 578 |
|
|
2016
Q3 | $13K | Sell |
148
-27
| -15% | -$2.37K | 0.01% | 562 |
|
|
2016
Q2 | $15K | Buy |
175
+27
| +18% | +$2.31K | 0.01% | 472 |
|
|
2016
Q1 | $12K | Sell |
148
-177
| -54% | -$14.4K | 0.01% | 462 |
|
|
2015
Q4 | $41K | Buy |
325
+43
| +15% | +$5.43K | 0.03% | 315 |
|
|
2015
Q3 | $29K | Buy |
282
+122
| +76% | +$12.5K | 0.02% | 336 |
|
|
2015
Q2 | $20K | Buy |
160
+30
| +23% | +$3.75K | 0.01% | 417 |
|
|
2015
Q1 | $15K | Buy |
130
+30
| +30% | +$3.46K | 0.01% | 452 |
|
|
2014
Q4 | $12K | Hold |
100
| – | – | 0.01% | 504 |
|
|
2014
Q3 | $11K | Sell |
100
-21
| -17% | -$2.31K | 0.01% | 521 |
|
|
2014
Q2 | $11K | Hold |
121
| – | – | 0.01% | 516 |
|
|
2014
Q1 | $9K | Hold |
121
| – | – | 0.01% | 390 |
|
|
2013
Q4 | $9K | Hold |
121
| – | – | 0.01% | 476 |
|
|
2013
Q3 | $9K | Buy |
121
+21
| +21% | +$1.56K | 0.01% | 406 |
|
|
2013
Q2 | $8K | Buy |
+100
| New | +$8K | 0.01% | 385 |
|