AE Wealth Management’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,111
| Closed | -$139K | – | 1329 |
|
|
2024
Q2 | $139K | Buy |
+13,111
| New | +$139K | ﹤0.01% | 1186 |
|
|
2024
Q1 | – | Sell |
-78,756
| Closed | -$940K | – | 1975 |
|
|
2023
Q4 | $940K | Buy |
78,756
+21,817
| +38% | +$260K | ﹤0.01% | 1178 |
|
|
2023
Q3 | $561K | Sell |
56,939
-23,846
| -30% | -$235K | ﹤0.01% | 1313 |
|
|
2023
Q2 | $806K | Buy |
80,785
+48,895
| +153% | +$488K | ﹤0.01% | 1167 |
|
|
2023
Q1 | $307K | Sell |
31,890
-296,539
| -90% | -$2.85M | ﹤0.01% | 1542 |
|
|
2022
Q4 | $3.66M | Buy |
328,429
+292,462
| +813% | +$3.26M | 0.03% | 554 |
|
|
2022
Q3 | $306K | Sell |
35,967
-7,136
| -17% | -$60.7K | ﹤0.01% | 1468 |
|
|
2022
Q2 | $451K | Buy |
43,103
+3,151
| +8% | +$33K | ﹤0.01% | 1246 |
|
|
2022
Q1 | $435K | Buy |
39,952
+3,520
| +10% | +$38.3K | ﹤0.01% | 1271 |
|
|
2021
Q4 | $493K | Buy |
36,432
+945
| +3% | +$12.8K | ﹤0.01% | 1254 |
|
|
2021
Q3 | $481K | Buy |
35,487
+1,621
| +5% | +$22K | ﹤0.01% | 1183 |
|
|
2021
Q2 | $484K | Buy |
33,866
+7,893
| +30% | +$113K | ﹤0.01% | 1147 |
|
|
2021
Q1 | $363K | Sell |
25,973
-58,436
| -69% | -$817K | ﹤0.01% | 1184 |
|
|
2020
Q4 | $1.58M | Buy |
+84,409
| New | +$1.58M | 0.02% | 565 |
|
|
2019
Q4 | – | Sell |
-35,330
| Closed | -$699K | – | 1166 |
|
|
2019
Q3 | $699K | Buy |
+35,330
| New | +$699K | 0.02% | 531 |
|