Valeo Financial 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
Q2 | $2.04M | Sell |
4,571
-167
| -4% | -$74.4K | 0.05% | 167 |
|
|
2025
Q1 | $2.3M | Sell |
4,738
-1,435
| -23% | -$696K | 0.06% | 137 |
|
|
2024
Q4 | $2.49M | Sell |
6,173
-252
| -4% | -$101K | 0.07% | 128 |
|
|
2024
Q3 | $2.99M | Buy |
6,425
+540
| +9% | +$251K | 0.09% | 119 |
|
|
2024
Q2 | $2.76M | Sell |
5,885
-453
| -7% | -$212K | 0.09% | 119 |
|
|
2024
Q1 | $2.54M | Buy |
6,338
+735
| +13% | +$295K | 0.09% | 118 |
|
|
2023
Q4 | $2.28M | Buy |
5,603
+1,256
| +29% | +$511K | 0.09% | 124 |
|
|
2023
Q3 | $1.51M | Buy |
4,347
+36
| +0.8% | +$12.5K | 0.07% | 153 |
|
|
2023
Q2 | $1.52M | Sell |
4,311
-1,031
| -19% | -$363K | 0.07% | 152 |
|
|
2023
Q1 | $1.68M | Buy |
5,342
+662
| +14% | +$209K | 0.08% | 147 |
|
|
2022
Q4 | $1.35M | Sell |
4,680
-590
| -11% | -$170K | 0.07% | 158 |
|
|
2022
Q3 | $1.53M | Buy |
5,270
+1,009
| +24% | +$292K | 0.1% | 126 |
|
|
2022
Q2 | $1.2M | Buy |
4,261
+956
| +29% | +$269K | 0.08% | 144 |
|
|
2022
Q1 | $863K | Buy |
3,305
+1,080
| +49% | +$282K | 0.04% | 217 |
|
|
2021
Q4 | $489K | Buy |
+2,225
| New | +$489K | 0.03% | 303 |
|
|
2021
Q2 | – | Sell |
-5,197
| Closed | -$1.12M | – | 1695 |
|
|
2021
Q1 | $1.12M | Buy |
5,197
+195
| +4% | +$41.9K | 0.05% | 163 |
|
|
2020
Q4 | $1.18M | Buy |
5,002
+4,590
| +1,114% | +$1.08M | 0.06% | 149 |
|
|
2020
Q3 | $112K | Sell |
412
-411
| -50% | -$112K | 0.01% | 443 |
|
|
2020
Q2 | $239K | Buy |
823
+135
| +20% | +$39.2K | 0.02% | 284 |
|
|
2020
Q1 | $170K | Sell |
688
-689
| -50% | -$170K | 0.02% | 316 |
|
|
2019
Q4 | $301K | Buy |
1,377
+401
| +41% | +$87.7K | 0.03% | 250 |
|
|
2019
Q3 | $165K | Sell |
976
-93
| -9% | -$15.7K | 0.02% | 333 |
|
|
2019
Q2 | $196K | Buy |
1,069
+417
| +64% | +$76.5K | 0.02% | 291 |
|
|
2019
Q1 | $120K | Sell |
652
-29
| -4% | -$5.34K | 0.01% | 375 |
|
|
2018
Q4 | $113K | Buy |
681
+105
| +18% | +$17.4K | 0.02% | 353 |
|
|
2018
Q3 | $98K | Buy |
576
+247
| +75% | +$42K | 0.01% | 403 |
|
|
2018
Q2 | $58K | Sell |
329
-292
| -47% | -$51.5K | 0.01% | 510 |
|
|
2018
Q1 | $101K | Buy |
621
+321
| +107% | +$52.2K | 0.02% | 367 |
|
|
2017
Q4 | $45K | Buy |
300
+100
| +50% | +$15K | 0.01% | 489 |
|
|
2017
Q3 | $30K | Buy |
+200
| New | +$30K | 0.01% | 497 |
|