Willner & Heller’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 | $541K | Buy |
1,216
+60
| +5% | +$26.7K | 0.46% | 76 |
|
2025
Q1 | $560K | Sell |
1,156
-55
| -5% | -$26.7K | 0.52% | 63 |
|
2024
Q4 | $488K | Buy |
1,211
+137
| +13% | +$55.2K | 0.43% | 77 |
|
2024
Q3 | $499K | Buy |
1,074
+120
| +13% | +$55.8K | 0.45% | 75 |
|
2024
Q2 | $447K | Hold |
954
| – | – | 0.43% | 78 |
|
2024
Q1 | $399K | Sell |
954
-45
| -5% | -$18.8K | 0.4% | 90 |
|
2023
Q4 | $406K | Buy |
+999
| New | +$406K | 0.45% | 83 |
|
2022
Q4 | $284K | Sell |
985
-17
| -2% | -$4.91K | 0.4% | 95 |
|
2022
Q3 | $290K | Hold |
1,002
| – | – | 0.47% | 83 |
|
2022
Q2 | $282K | Sell |
1,002
-126
| -11% | -$35.5K | 0.44% | 85 |
|
2022
Q1 | $248K | Sell |
1,128
-580
| -34% | -$128K | 0.31% | 119 |
|
2021
Q4 | $310K | Buy |
+1,708
| New | +$310K | 0.41% | 92 |
|