B. Riley Wealth Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $273K | Buy |
+30,600
| New | +$273K | 0.01% | 731 |
|
2024
Q4 | – | Sell |
-17,342
| Closed | -$199K | – | 1297 |
|
2024
Q3 | $199K | Sell |
17,342
-3,022
| -15% | -$34.8K | 0.01% | 1145 |
|
2024
Q2 | $216K | Sell |
20,364
-30,294
| -60% | -$322K | 0.01% | 1193 |
|
2024
Q1 | $499K | Buy |
50,658
+11,554
| +30% | +$114K | 0.01% | 792 |
|
2023
Q4 | $423K | Sell |
39,104
-11,554
| -23% | -$125K | 0.01% | 904 |
|
2023
Q3 | $499K | Buy |
50,658
+8,714
| +21% | +$85.9K | 0.01% | 792 |
|
2023
Q2 | $419K | Sell |
41,944
-3,058
| -7% | -$30.5K | 0.01% | 948 |
|
2023
Q1 | $433K | Buy |
45,002
+2,539
| +6% | +$24.4K | 0.01% | 867 |
|
2022
Q4 | $473K | Buy |
42,463
+6,531
| +18% | +$72.7K | 0.01% | 808 |
|
2022
Q3 | $307K | Buy |
35,932
+16,113
| +81% | +$138K | 0.01% | 992 |
|
2022
Q2 | $208K | Sell |
19,819
-2,186
| -10% | -$22.9K | 0.01% | 1029 |
|
2022
Q1 | $240K | Sell |
22,005
-3,321
| -13% | -$36.2K | 0.01% | 1130 |
|
2021
Q4 | $343K | Sell |
25,326
-2,525
| -9% | -$34.2K | 0.01% | 1002 |
|
2021
Q3 | $378K | Buy |
27,851
+3,061
| +12% | +$41.5K | 0.01% | 926 |
|
2021
Q2 | $355K | Sell |
24,790
-5,647
| -19% | -$80.9K | 0.01% | 933 |
|
2021
Q1 | $428K | Buy |
30,437
+10,464
| +52% | +$147K | 0.02% | 815 |
|
2020
Q4 | $376K | Buy |
+19,973
| New | +$376K | 0.02% | 639 |
|
2015
Q1 | – | Sell |
-850
| Closed | -$48 | – | 1959 |
|
2014
Q4 | $48 | Buy |
+850
| New | +$48 | ﹤0.01% | 2117 |
|
2014
Q3 | – | Sell |
-1,554
| Closed | -$80.1K | – | 1873 |
|
2014
Q2 | $80.1K | Buy |
+1,554
| New | +$80.1K | 0.02% | 818 |
|