SWM
Segment Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.6M | Buy |
5,843
+151
| +3% | +$67.2K | 0.17% | 95 |
|
2025
Q1 | $2.76M | Buy |
5,692
+11
| +0.2% | +$5.33K | 0.19% | 83 |
|
2024
Q4 | $2.29M | Sell |
5,681
-34
| -0.6% | -$13.7K | 0.16% | 90 |
|
2024
Q3 | $2.66M | Buy |
5,715
+1,210
| +27% | +$563K | 0.18% | 85 |
|
2024
Q2 | $2.11M | Buy |
4,505
+322
| +8% | +$151K | 0.16% | 95 |
|
2024
Q1 | $1.75M | Buy |
4,183
+795
| +23% | +$332K | 0.13% | 107 |
|
2023
Q4 | $1.38M | Buy |
3,388
+750
| +28% | +$305K | 0.12% | 112 |
|
2023
Q3 | $917K | Buy |
+2,638
| New | +$917K | 0.09% | 125 |
|