BerganKDV Wealth Management’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $10.5K | Sell |
1,056
-189
| -15% | -$1.89K | ﹤0.01% | 549 |
|
|
2023
Q1 | $12K | Buy |
1,245
+98
| +9% | +$943 | ﹤0.01% | 580 |
|
|
2022
Q4 | $12.8K | Sell |
1,147
-162
| -12% | -$1.8K | ﹤0.01% | 552 |
|
|
2022
Q3 | $11K | Sell |
1,309
-378
| -22% | -$3.18K | ﹤0.01% | 564 |
|
|
2022
Q2 | $18K | Buy |
1,687
+106
| +7% | +$1.13K | ﹤0.01% | 507 |
|
|
2022
Q1 | $17K | Sell |
1,581
-83
| -5% | -$892 | ﹤0.01% | 535 |
|
|
2021
Q4 | $23K | Sell |
1,664
-976
| -37% | -$13.5K | ﹤0.01% | 533 |
|
|
2021
Q3 | $36K | Buy |
2,640
+1,409
| +114% | +$19.2K | ﹤0.01% | 444 |
|
|
2021
Q2 | $18K | Sell |
1,231
-81
| -6% | -$1.18K | ﹤0.01% | 535 |
|
|
2021
Q1 | $18K | Sell |
1,312
-3,158
| -71% | -$43.3K | ﹤0.01% | 502 |
|
|
2020
Q4 | $84K | Buy |
+4,470
| New | +$84K | 0.01% | 294 |
|
|
2017
Q2 | – | Sell |
-19,792
| Closed | -$772K | – | 180 |
|
|
2017
Q1 | $772K | Buy |
19,792
+3,605
| +22% | +$141K | 0.23% | 89 |
|
|
2016
Q4 | $618K | Buy |
16,187
+2,142
| +15% | +$81.8K | 0.21% | 102 |
|
|
2016
Q3 | $535K | Buy |
14,045
+1,694
| +14% | +$64.5K | 0.19% | 110 |
|
|
2016
Q2 | $534K | Buy |
12,351
+3,559
| +40% | +$154K | 0.23% | 97 |
|
|
2016
Q1 | $408K | Buy |
+8,792
| New | +$408K | 0.24% | 101 |
|