Regent Peak Wealth 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
Q1 | $278K | Buy |
573
+17
| +3% | +$8.24K | 0.07% | 126 |
|
|
2024
Q4 | $224K | Sell |
556
-14
| -2% | -$5.64K | 0.05% | 150 |
|
|
2024
Q3 | $265K | Buy |
570
+16
| +3% | +$7.44K | 0.06% | 133 |
|
|
2024
Q2 | $260K | Buy |
554
+13
| +2% | +$6.09K | 0.06% | 134 |
|
|
2024
Q1 | $226K | Buy |
541
+44
| +9% | +$18.4K | 0.06% | 147 |
|
|
2023
Q4 | $202K | Buy |
+497
| New | +$202K | 0.05% | 158 |
|
|
2021
Q1 | – | Sell |
-534
| Closed | -$126K | – | 978 |
|
|
2020
Q4 | $126K | Buy |
+534
| New | +$126K | 0.04% | 186 |
|