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