Avantax Advisory Services’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $513K | Buy |
57,483
+9,752
| +20% | +$87.1K | ﹤0.01% | 1566 |
|
2025
Q1 | $416K | Buy |
47,731
+1,249
| +3% | +$10.9K | ﹤0.01% | 1628 |
|
2024
Q4 | $579K | Buy |
46,482
+2,541
| +6% | +$31.6K | ﹤0.01% | 1352 |
|
2024
Q3 | $510K | Sell |
43,941
-16,992
| -28% | -$197K | ﹤0.01% | 1395 |
|
2024
Q2 | $648K | Buy |
60,933
+18,514
| +44% | +$197K | ﹤0.01% | 1206 |
|
2024
Q1 | $506K | Sell |
42,419
-763
| -2% | -$9.11K | ﹤0.01% | 1028 |
|
2023
Q4 | $468K | Buy |
43,182
+332
| +0.8% | +$3.6K | ﹤0.01% | 1025 |
|
2023
Q3 | $422K | Sell |
42,850
-111
| -0.3% | -$1.09K | ﹤0.01% | 1021 |
|
2023
Q2 | $429K | Buy |
42,961
+429
| +1% | +$4.28K | ﹤0.01% | 1009 |
|
2023
Q1 | $409K | Buy |
42,532
+628
| +1% | +$6.04K | 0.01% | 996 |
|
2022
Q4 | $466K | Sell |
41,904
-4,268
| -9% | -$47.5K | 0.01% | 895 |
|
2022
Q3 | $393K | Sell |
46,172
-67
| -0.1% | -$570 | 0.01% | 887 |
|
2022
Q2 | $484K | Sell |
46,239
-1,348
| -3% | -$14.1K | 0.01% | 793 |
|
2022
Q1 | $481K | Buy |
47,587
+3,473
| +8% | +$35.1K | 0.01% | 801 |
|
2021
Q4 | $597K | Buy |
44,114
+3,498
| +9% | +$47.3K | 0.01% | 702 |
|
2021
Q3 | $531K | Buy |
40,616
+18,460
| +83% | +$241K | 0.01% | 703 |
|
2021
Q2 | $290K | Buy |
22,156
+2,261
| +11% | +$29.6K | 0.01% | 918 |
|
2021
Q1 | $242K | Sell |
19,895
-3,449
| -15% | -$42K | 0.01% | 897 |
|
2020
Q4 | $405K | Buy |
+23,344
| New | +$405K | 0.01% | 620 |
|