Beacon Pointe Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $372K | Buy |
27,557
+13,982
| +103% | +$196K | ﹤0.01% | 1426 |
|
|
2025
Q4 | $169K | Sell |
13,575
-830
| -6% | -$8.96K | ﹤0.01% | 1444 |
|
|
2025
Q3 | $143K | Sell |
14,405
-6,815
| -32% | -$66.3K | ﹤0.01% | 1344 |
|
|
2025
Q2 | $189K | Sell |
21,220
-360
| -2% | -$3.04K | ﹤0.01% | 1195 |
|
|
2025
Q1 | $188K | Sell |
21,580
-843
| -4% | -$8.85K | ﹤0.01% | 1159 |
|
|
2024
Q4 | $279K | Buy |
22,423
+8,261
| +58% | +$102K | ﹤0.01% | 1038 |
|
|
2024
Q3 | $164K | Sell |
14,162
-963
| -6% | -$11.1K | ﹤0.01% | 1174 |
|
|
2024
Q2 | $161K | Sell |
15,125
-11,587
| -43% | -$128K | ﹤0.01% | 1202 |
|
|
2024
Q1 | $319K | Sell |
26,712
-970
| -4% | -$11.7K | ﹤0.01% | 1096 |
|
|
2023
Q4 | $300K | Sell |
27,682
-3,272
| -11% | -$31.3K | ﹤0.01% | 1080 |
|
|
2023
Q3 | $305K | Buy |
30,954
+9,256
| +43% | +$96.4K | ﹤0.01% | 1061 |
|
|
2023
Q2 | $217K | Sell |
21,698
-3,028
| -12% | -$28.9K | ﹤0.01% | 988 |
|
|
2023
Q1 | $238K | Buy |
24,726
+2,182
| +10% | +$24.2K | ﹤0.01% | 1009 |
|
|
2022
Q4 | $251K | Buy |
22,544
+5,811
| +35% | +$60.7K | ﹤0.01% | 924 |
|
|
2022
Q3 | $132K | Buy |
16,733
+734
| +5% | +$7.22K | ﹤0.01% | 950 |
|
|
2022
Q2 | $153K | Sell |
15,999
-11,047
| -41% | -$121K | ﹤0.01% | 985 |
|
|
2022
Q1 | $294K | Sell |
27,046
-1,870
| -6% | -$24.6K | ﹤0.01% | 987 |
|
|
2021
Q4 | $391K | Buy |
28,916
+8,714
| +43% | +$116K | 0.01% | 637 |
|
|
2021
Q3 | $274K | Sell |
20,202
-6,499
| -24% | -$92.2K | 0.01% | 743 |
|
|
2021
Q2 | $382K | Buy |
26,701
+16,249
| +155% | +$235K | 0.01% | 574 |
|
|
2021
Q1 | $145K | Sell |
10,452
-2,320
| -18% | -$37.8K | 0.01% | 516 |
|
|
2020
Q4 | $233K | Buy |
+12,772
| New | +$208K | 0.02% | 431 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
