Bard Financial Services’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,825
| Closed | -$177K | – | 232 |
|
|
2024
Q1 | $177K | Sell |
14,825
-6,490
| -30% | -$77.5K | 0.02% | 211 |
|
|
2023
Q4 | $231K | Sell |
21,315
-1,530
| -7% | -$16.6K | 0.03% | 209 |
|
|
2023
Q3 | $225K | Buy |
22,845
+2,135
| +10% | +$21.1K | 0.03% | 202 |
|
|
2023
Q2 | $207K | Sell |
20,710
-1,715
| -8% | -$17.1K | 0.02% | 298 |
|
|
2023
Q1 | $216K | Sell |
22,425
-1,785
| -7% | -$17.2K | 0.02% | 294 |
|
|
2022
Q4 | $269K | Sell |
24,210
-1,495
| -6% | -$16.6K | 0.02% | 256 |
|
|
2022
Q3 | $219K | Sell |
25,705
-1,810
| -7% | -$15.4K | 0.02% | 263 |
|
|
2022
Q2 | $288K | Sell |
27,515
-265
| -1% | -$2.77K | 0.03% | 235 |
|
|
2022
Q1 | $302K | Sell |
27,780
-420
| -1% | -$4.57K | 0.02% | 240 |
|
|
2021
Q4 | $382K | Sell |
28,200
-655
| -2% | -$8.87K | 0.03% | 211 |
|
|
2021
Q3 | $391K | Sell |
28,855
-1,000
| -3% | -$13.6K | 0.03% | 197 |
|
|
2021
Q2 | $427K | Sell |
29,855
-2,970
| -9% | -$42.5K | 0.04% | 198 |
|
|
2021
Q1 | $459K | Sell |
32,825
-3,130
| -9% | -$43.8K | 0.04% | 179 |
|
|
2020
Q4 | $674K | Buy |
+35,955
| New | +$674K | 0.07% | 161 |
|