Baldwin Wealth Partners’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-520
| Closed | -$6.04K | – | 1014 |
|
|
2024
Q3 | $6.04K | Buy |
520
+137
| +36% | +$1.59K | ﹤0.01% | 859 |
|
|
2024
Q2 | $4.07K | Hold |
383
| – | – | ﹤0.01% | 605 |
|
|
2024
Q1 | $4.57K | Sell |
383
-1,398
| -78% | -$16.7K | ﹤0.01% | 601 |
|
|
2023
Q4 | $19.3K | Sell |
1,781
-118
| -6% | -$1.28K | ﹤0.01% | 499 |
|
|
2023
Q3 | $18.7K | Sell |
1,899
-29
| -2% | -$286 | ﹤0.01% | 519 |
|
|
2023
Q2 | $19.2K | Sell |
1,928
-107
| -5% | -$1.07K | ﹤0.01% | 540 |
|
|
2023
Q1 | $19.6K | Hold |
2,035
| – | – | ﹤0.01% | 546 |
|
|
2022
Q4 | $22.7K | Buy |
2,035
+284
| +16% | +$3.16K | ﹤0.01% | 519 |
|
|
2022
Q3 | $15K | Hold |
1,751
| – | – | ﹤0.01% | 480 |
|
|
2022
Q2 | $18K | Sell |
1,751
-80
| -4% | -$822 | ﹤0.01% | 486 |
|
|
2022
Q1 | $20K | Hold |
1,831
| – | – | ﹤0.01% | 480 |
|
|
2021
Q4 | $25K | Hold |
1,831
| – | – | ﹤0.01% | 430 |
|
|
2021
Q3 | $25K | Hold |
1,831
| – | – | ﹤0.01% | 434 |
|
|
2021
Q2 | $26K | Sell |
1,831
-477
| -21% | -$6.77K | ﹤0.01% | 443 |
|
|
2021
Q1 | $32K | Sell |
2,308
-2,636
| -53% | -$36.5K | ﹤0.01% | 395 |
|
|
2020
Q4 | $93K | Buy |
+4,944
| New | +$93K | 0.01% | 254 |
|