WJWM
Williams Jones Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Hold |
1,134
| – | – | 0.01% | 348 |
|
|
2025
Q1 | $550K | Hold |
1,134
| – | – | 0.01% | 321 |
|
|
2024
Q4 | $457K | Sell |
1,134
-1
| -0.1% | -$403 | 0.01% | 358 |
|
|
2024
Q3 | $528K | Sell |
1,135
-16
| -1% | -$7.44K | 0.01% | 352 |
|
|
2024
Q2 | $539K | Buy |
1,151
+10
| +0.9% | +$4.69K | 0.01% | 334 |
|
|
2024
Q1 | $477K | Buy |
1,141
+100
| +10% | +$41.8K | 0.01% | 362 |
|
|
2023
Q4 | $424K | Hold |
1,041
| – | – | 0.01% | 371 |
|
|
2023
Q3 | $362K | Buy |
1,041
+1
| +0.1% | +$348 | 0.01% | 392 |
|
|
2023
Q2 | $366K | Hold |
1,040
| – | – | 0.01% | 395 |
|
|
2023
Q1 | $328K | Sell |
1,040
-2
| -0.2% | -$630 | 0.01% | 430 |
|
|
2022
Q4 | $301K | Buy |
1,042
+2
| +0.2% | +$578 | 0.01% | 441 |
|
|
2022
Q3 | $301K | Buy |
1,040
+14
| +1% | +$4.05K | 0.01% | 441 |
|
|
2022
Q2 | $289K | Sell |
1,026
-20
| -2% | -$5.63K | ﹤0.01% | 462 |
|
|
2022
Q1 | $273K | Buy |
1,046
+56
| +6% | +$14.6K | ﹤0.01% | 433 |
|
|
2021
Q4 | $217K | Sell |
990
-3,296
| -77% | -$722K | ﹤0.01% | 453 |
|
|
2021
Q3 | $777K | Sell |
4,286
-1,383
| -24% | -$251K | 0.01% | 270 |
|
|
2021
Q2 | $1.14M | Sell |
5,669
-14,849
| -72% | -$2.99M | 0.02% | 237 |
|
|
2021
Q1 | $4.41M | Sell |
20,518
-5,846
| -22% | -$1.26M | 0.07% | 146 |
|
|
2020
Q4 | $6.23M | Sell |
26,364
-27,839
| -51% | -$6.58M | 0.1% | 114 |
|
|
2020
Q3 | $14.8M | Buy |
54,203
+50,968
| +1,576% | +$13.9M | 0.27% | 69 |
|
|
2020
Q2 | $939K | Buy |
3,235
+1,971
| +156% | +$572K | 0.02% | 203 |
|
|
2020
Q1 | $301K | Buy |
1,264
+310
| +32% | +$73.8K | 0.01% | 293 |
|
|
2019
Q4 | $209K | Buy |
+954
| New | +$209K | ﹤0.01% | 406 |
|