BWA
Beam Wealth Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
42,505
-642
| -1% | -$5.73K | 0.11% | 97 |
|
|
2025
Q1 | $376K | Sell |
43,147
-2,753
| -6% | -$24K | 0.13% | 93 |
|
|
2024
Q4 | $571K | Sell |
45,900
-2,226
| -5% | -$27.7K | 0.18% | 88 |
|
|
2024
Q3 | $559K | Sell |
48,126
-1,592
| -3% | -$18.5K | 0.17% | 89 |
|
|
2024
Q2 | $529K | Buy |
+49,718
| New | +$529K | 0.18% | 87 |
|