Aprio 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 |
-12,883
| Closed | -$137K | – | 299 |
|
|
2024
Q2 | $137K | Buy |
12,883
+888
| +7% | +$9.44K | 0.02% | 249 |
|
|
2024
Q1 | $143K | Buy |
11,995
+52
| +0.4% | +$621 | 0.03% | 234 |
|
|
2023
Q4 | $129K | Sell |
11,943
-2,648
| -18% | -$28.7K | 0.03% | 194 |
|
|
2023
Q3 | $144K | Sell |
14,591
-480
| -3% | -$4.73K | 0.04% | 168 |
|
|
2023
Q2 | $150K | Buy |
+15,071
| New | +$150K | 0.04% | 150 |
|