Waverly 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 | $8.97M | Buy |
20,145
+309
| +2% | +$138K | 0.1% | 207 |
|
|
2025
Q1 | $9.62M | Buy |
19,836
+15,888
| +402% | +$7.7M | 0.12% | 187 |
|
|
2024
Q4 | $1.59M | Buy |
3,948
+3,409
| +632% | +$1.37M | 0.02% | 427 |
|
|
2024
Q3 | $251K | Sell |
539
-171
| -24% | -$79.5K | ﹤0.01% | 723 |
|
|
2024
Q2 | $333K | Buy |
710
+37
| +5% | +$17.3K | 0.01% | 641 |
|
|
2024
Q1 | $281K | Sell |
673
-7
| -1% | -$2.93K | 0.01% | 589 |
|
|
2023
Q4 | $277K | Sell |
680
-86
| -11% | -$35K | 0.01% | 368 |
|
|
2023
Q3 | $266K | Buy |
766
+140
| +22% | +$48.7K | 0.01% | 341 |
|
|
2023
Q2 | $220K | Buy |
+626
| New | +$220K | 0.01% | 332 |
|
|
2018
Q4 | – | Sell |
-2,101
| Closed | -$405K | – | 194 |
|
|
2018
Q3 | $405K | Hold |
2,101
| – | – | 0.06% | 134 |
|
|
2018
Q2 | $357K | Sell |
2,101
-56
| -3% | -$9.52K | 0.06% | 139 |
|
|
2018
Q1 | $352K | Sell |
2,157
-68
| -3% | -$11.1K | 0.06% | 137 |
|
|
2017
Q4 | $333K | Buy |
2,225
+8
| +0.4% | +$1.2K | 0.05% | 184 |
|
|
2017
Q3 | $337K | Hold |
2,217
| – | – | 0.07% | 171 |
|
|
2017
Q2 | $286K | Hold |
2,217
| – | – | 0.07% | 178 |
|
|
2017
Q1 | $242K | Buy |
+2,217
| New | +$242K | 0.06% | 187 |
|
|
2015
Q2 | – | Sell |
-110
| Closed | -$13K | – | 404 |
|
|
2015
Q1 | $13K | Hold |
110
| – | – | 0.01% | 235 |
|
|
2014
Q4 | $13K | Sell |
110
-209
| -66% | -$24.7K | 0.01% | 266 |
|
|
2014
Q3 | $36K | Hold |
319
| – | – | 0.02% | 263 |
|
|
2014
Q2 | $30K | Hold |
319
| – | – | 0.01% | 286 |
|
|
2014
Q1 | $23K | Hold |
319
| – | – | 0.01% | 300 |
|
|
2013
Q4 | $24K | Buy |
+319
| New | +$24K | 0.01% | 434 |
|