Sheets Smith Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-726
| Closed | -$303K | – | 405 |
|
|
2024
Q1 | $303K | Hold |
726
| – | – | 0.03% | 320 |
|
|
2023
Q4 | $295K | Buy |
+726
| New | +$295K | 0.04% | 289 |
|
|
2020
Q4 | – | Sell |
-1,904
| Closed | -$518K | – | 344 |
|
|
2020
Q3 | $518K | Buy |
+1,904
| New | +$518K | 0.09% | 177 |
|
|
2020
Q2 | – | Sell |
-2,605
| Closed | -$620K | – | 290 |
|
|
2020
Q1 | $620K | Buy |
2,605
+191
| +8% | +$45.5K | 0.13% | 143 |
|
|
2019
Q4 | $525K | Buy |
+2,414
| New | +$525K | 0.1% | 208 |
|
|
2019
Q2 | – | Sell |
-4,407
| Closed | -$811K | – | 333 |
|
|
2019
Q1 | $811K | Buy |
4,407
+1,235
| +39% | +$227K | 0.18% | 141 |
|
|
2018
Q4 | $526K | Sell |
3,172
-6
| -0.2% | -$995 | 0.14% | 155 |
|
|
2018
Q3 | $613K | Buy |
+3,178
| New | +$613K | 0.13% | 185 |
|
|
2018
Q2 | – | Sell |
-4,619
| Closed | -$753K | – | 336 |
|
|
2018
Q1 | $753K | Buy |
4,619
+317
| +7% | +$51.7K | 0.18% | 139 |
|
|
2017
Q4 | $645K | Buy |
4,302
+81
| +2% | +$12.1K | 0.15% | 167 |
|
|
2017
Q3 | $642K | Buy |
4,221
+1,748
| +71% | +$266K | 0.16% | 161 |
|
|
2017
Q2 | $319K | Buy |
+2,473
| New | +$319K | 0.08% | 219 |
|