Schechter 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
Q1 | $1.25M | Sell |
2,578
-342
| -12% | -$166K | 0.1% | 195 |
|
|
2024
Q4 | $1.18M | Buy |
2,920
+563
| +24% | +$227K | 0.09% | 213 |
|
|
2024
Q3 | $1.1M | Buy |
2,357
+615
| +35% | +$286K | 0.08% | 236 |
|
|
2024
Q2 | $817K | Buy |
1,742
+54
| +3% | +$25.3K | 0.06% | 279 |
|
|
2024
Q1 | $706K | Buy |
1,688
+16
| +1% | +$6.69K | 0.05% | 314 |
|
|
2023
Q4 | $680K | Buy |
1,672
+159
| +11% | +$64.7K | 0.06% | 297 |
|
|
2023
Q3 | $526K | Buy |
1,513
+3
| +0.2% | +$1.04K | 0.05% | 331 |
|
|
2023
Q2 | $531K | Buy |
1,510
+59
| +4% | +$20.8K | 0.05% | 375 |
|
|
2023
Q1 | $457K | Buy |
1,451
+261
| +22% | +$82.2K | 0.04% | 431 |
|
|
2022
Q4 | $344K | Buy |
1,190
+2
| +0.2% | +$578 | 0.03% | 595 |
|
|
2022
Q3 | $344K | Buy |
1,188
+447
| +60% | +$129K | 0.03% | 647 |
|
|
2022
Q2 | $209K | Buy |
+741
| New | +$209K | 0.02% | 831 |
|