BCWM
Bartlett & Co Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725 | Sell |
81
-756
| -90% | -$6.77K | ﹤0.01% | 1156 |
|
|
2025
Q1 | $7.29K | Sell |
837
-248
| -23% | -$2.16K | ﹤0.01% | 943 |
|
|
2024
Q4 | $13.5K | Sell |
1,085
-14
| -1% | -$174 | ﹤0.01% | 872 |
|
|
2024
Q3 | $12.8K | Sell |
1,099
-3
| -0.3% | -$35 | ﹤0.01% | 890 |
|
|
2024
Q2 | $11.7K | Hold |
1,102
| – | – | ﹤0.01% | 901 |
|
|
2024
Q1 | $13.2K | Sell |
1,102
-1,126
| -51% | -$13.4K | ﹤0.01% | 884 |
|
|
2023
Q4 | $24.2K | Sell |
2,228
-3,204
| -59% | -$34.8K | ﹤0.01% | 848 |
|
|
2023
Q3 | $53.6K | Sell |
5,432
-11,424
| -68% | -$113K | ﹤0.01% | 656 |
|
|
2023
Q2 | $168K | Buy |
16,856
+12,064
| +252% | +$120K | ﹤0.01% | 476 |
|
|
2023
Q1 | $46.1K | Sell |
4,792
-3,252
| -40% | -$31.3K | ﹤0.01% | 581 |
|
|
2022
Q4 | $89.5K | Sell |
8,044
-37
| -0.5% | -$412 | ﹤0.01% | 488 |
|
|
2022
Q3 | $68.9K | Hold |
8,081
| – | – | ﹤0.01% | 515 |
|
|
2022
Q2 | $84.6K | Sell |
8,081
-144
| -2% | -$1.51K | ﹤0.01% | 490 |
|
|
2022
Q1 | $89.5K | Sell |
8,225
-2,345
| -22% | -$25.5K | ﹤0.01% | 501 |
|
|
2021
Q4 | $143K | Buy |
10,570
+2,573
| +32% | +$34.8K | ﹤0.01% | 400 |
|
|
2021
Q3 | $108K | Buy |
7,997
+1,663
| +26% | +$22.5K | ﹤0.01% | 400 |
|
|
2021
Q2 | $90.5K | Sell |
6,334
-2,669
| -30% | -$38.1K | ﹤0.01% | 422 |
|
|
2021
Q1 | $126K | Sell |
9,003
-7,243
| -45% | -$101K | ﹤0.01% | 386 |
|
|
2020
Q4 | $304K | Buy |
+16,246
| New | +$304K | 0.01% | 291 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$16.5K | – | 778 |
|
|
2018
Q1 | $16.5K | Buy |
+400
| New | +$16.5K | ﹤0.01% | 555 |
|