Allworth Financial’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
14,493
+4,444
| +44% | +$39.7K | ﹤0.01% | 1393 |
|
|
2025
Q1 | $80.7K | Buy |
10,049
+3,603
| +56% | +$28.9K | ﹤0.01% | 1330 |
|
|
2024
Q4 | $71.8K | Sell |
6,446
-300
| -4% | -$3.34K | ﹤0.01% | 1405 |
|
|
2024
Q3 | $78.3K | Buy |
6,746
+1,022
| +18% | +$11.9K | ﹤0.01% | 1190 |
|
|
2024
Q2 | $67.8K | Buy |
5,724
+1,223
| +27% | +$14.5K | ﹤0.01% | 1228 |
|
|
2024
Q1 | $53.7K | Sell |
4,501
-159
| -3% | -$1.9K | ﹤0.01% | 1281 |
|
|
2023
Q4 | $50.5K | Sell |
4,660
-380
| -8% | -$4.12K | ﹤0.01% | 1198 |
|
|
2023
Q3 | $49.7K | Sell |
5,040
-296
| -6% | -$2.92K | ﹤0.01% | 1118 |
|
|
2023
Q2 | $53.3K | Buy |
5,336
+81
| +2% | +$808 | ﹤0.01% | 1105 |
|
|
2023
Q1 | $50.6K | Buy |
5,255
+1,057
| +25% | +$10.2K | ﹤0.01% | 1070 |
|
|
2022
Q4 | $46.7K | Sell |
4,198
-16
| -0.4% | -$178 | ﹤0.01% | 1038 |
|
|
2022
Q3 | $36K | Buy |
4,214
+1,277
| +43% | +$10.9K | ﹤0.01% | 1080 |
|
|
2022
Q2 | $31K | Sell |
2,937
-2,226
| -43% | -$23.5K | ﹤0.01% | 1081 |
|
|
2022
Q1 | $56K | Buy |
5,163
+2,104
| +69% | +$22.8K | ﹤0.01% | 854 |
|
|
2021
Q4 | $41K | Sell |
3,059
-912
| -23% | -$12.2K | ﹤0.01% | 895 |
|
|
2021
Q3 | $54K | Buy |
3,971
+829
| +26% | +$11.3K | ﹤0.01% | 763 |
|
|
2021
Q2 | $45K | Sell |
3,142
-308
| -9% | -$4.41K | ﹤0.01% | 650 |
|
|
2021
Q1 | $48K | Buy |
3,450
+546
| +19% | +$7.6K | ﹤0.01% | 586 |
|
|
2020
Q4 | $54K | Buy |
+2,904
| New | +$54K | ﹤0.01% | 465 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | – | – | 1026 |
|
|
2018
Q1 | $0 | Sell |
2
-43
| -96% | – | ﹤0.01% | 882 |
|
|
2017
Q4 | $2K | Buy |
45
+3
| +7% | +$133 | ﹤0.01% | 664 |
|
|
2017
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 714 |
|
|
2017
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 676 |
|
|
2017
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 666 |
|
|
2016
Q4 | $2K | Sell |
42
-300
| -88% | -$14.3K | ﹤0.01% | 600 |
|
|
2016
Q3 | $13K | Buy |
+342
| New | +$13K | ﹤0.01% | 387 |
|