Strategic Wealth Partners’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
+5,020
| New | +$2.23M | 0.18% | 97 |
|
|
2024
Q4 | $1.7M | Buy |
3,680
+479
| +15% | +$222K | 0.14% | 111 |
|
|
2024
Q3 | $1.49M | Buy |
3,201
+294
| +10% | +$137K | 0.14% | 117 |
|
|
2024
Q2 | $1.36M | Buy |
2,907
+54
| +2% | +$25.3K | 0.14% | 116 |
|
|
2024
Q1 | $1.19M | Buy |
2,853
+460
| +19% | +$192K | 0.13% | 119 |
|
|
2023
Q4 | $974K | Buy |
2,393
+294
| +14% | +$120K | 0.12% | 129 |
|
|
2023
Q3 | $730K | Sell |
2,099
-45
| -2% | -$15.6K | 0.1% | 172 |
|
|
2023
Q2 | $754K | Buy |
2,144
+12
| +0.6% | +$4.22K | 0.1% | 171 |
|
|
2023
Q1 | $672K | Buy |
2,132
+174
| +9% | +$54.8K | 0.1% | 152 |
|
|
2022
Q4 | $565K | Buy |
+1,958
| New | +$565K | 0.11% | 159 |
|
|
2021
Q2 | – | Sell |
-2,514
| Closed | -$540K | – | 262 |
|
|
2021
Q1 | $540K | Buy |
2,514
+1,487
| +145% | +$319K | 0.22% | 115 |
|
|
2020
Q4 | $243K | Buy |
+1,027
| New | +$243K | 0.1% | 160 |
|
|
2018
Q2 | – | Sell |
-113
| Closed | -$18K | – | 837 |
|
|
2018
Q1 | $18K | Hold |
113
| – | – | 0.01% | 387 |
|
|
2017
Q4 | $17K | Buy |
+113
| New | +$17K | 0.01% | 381 |
|