Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $951K | Sell |
2,735
-444
| -14% | -$154K | 0.18% | 108 |
|
|
2023
Q2 | $1.12M | Buy |
3,179
+120
| +4% | +$42.2K | 0.19% | 110 |
|
|
2023
Q1 | $964K | Buy |
3,059
+672
| +28% | +$212K | 0.17% | 123 |
|
|
2022
Q4 | $689K | Buy |
2,387
+1,687
| +241% | +$487K | 0.12% | 138 |
|
|
2022
Q3 | $203K | Buy |
+700
| New | +$203K | 0.04% | 244 |
|
|
2021
Q1 | – | Sell |
-550
| Closed | -$130K | – | 774 |
|
|
2020
Q4 | $130K | Hold |
550
| – | – | 0.02% | 279 |
|
|
2020
Q3 | $150K | Hold |
550
| – | – | 0.03% | 226 |
|
|
2020
Q2 | $160K | Hold |
550
| – | – | 0.03% | 205 |
|
|
2020
Q1 | $131K | Hold |
550
| – | – | 0.03% | 206 |
|
|
2019
Q4 | $120K | Sell |
550
-100
| -15% | -$21.8K | 0.03% | 256 |
|
|
2019
Q3 | $110K | Buy |
650
+100
| +18% | +$16.9K | 0.02% | 272 |
|
|
2019
Q2 | $101K | Hold |
550
| – | – | 0.02% | 275 |
|
|
2019
Q1 | $101K | Buy |
550
+430
| +358% | +$79K | 0.03% | 266 |
|
|
2018
Q4 | $20K | Hold |
120
| – | – | 0.01% | 378 |
|
|
2018
Q3 | $23K | Hold |
120
| – | – | 0.01% | 393 |
|
|
2018
Q2 | $20K | Hold |
120
| – | – | 0.01% | 415 |
|
|
2018
Q1 | $20K | Hold |
120
| – | – | 0.01% | 403 |
|
|
2017
Q4 | $18K | Hold |
120
| – | – | ﹤0.01% | 461 |
|
|
2017
Q3 | $18K | Buy |
120
+60
| +100% | +$9K | ﹤0.01% | 423 |
|
|
2017
Q2 | $8K | Buy |
60
+58
| +2,900% | +$7.73K | ﹤0.01% | 466 |
|
|
2017
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 565 |
|
|
2016
Q2 | – | Sell |
-8
| Closed | -$1K | – | 529 |
|
|
2016
Q1 | $1K | Sell |
8
-25
| -76% | -$3.13K | ﹤0.01% | 437 |
|
|
2015
Q4 | $4K | Buy |
33
+6
| +22% | +$727 | ﹤0.01% | 374 |
|
|
2015
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 373 |
|