Blue Bell Private Wealth Management’s Viatris VTRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-266	Closed	-$3.31K	–	758
2024 Q4	$3.31K	Sell	266 -1,000	-79%	-$12.3K	﹤0.01%	572
2024 Q3	$14.7K	Sell	1,266 -654	-34%	-$7.54K	﹤0.01%	487
2024 Q2	$20.4K	Hold	1,920	–	–	﹤0.01%	461
2024 Q1	$22.9K	Buy	1,920 +4	+0.2%	+$48	﹤0.01%	450
2023 Q4	$20.8K	Hold	1,916	–	–	0.01%	426
2023 Q3	$18.9K	Buy	1,916 +1,500	+361%	+$15.6K	0.01%	367
2023 Q2	$4.15K	Buy	416 +124	+42%	+$1.18K	﹤0.01%	522
2023 Q1	$2.81K	Sell	292 -395	-57%	-$4.38K	﹤0.01%	523
2022 Q4	$7.65K	Buy	687 +26	+4%	+$272	﹤0.01%	407
2022 Q3	$6K	Sell	661 -491	-43%	-$4.83K	﹤0.01%	452
2022 Q2	$12K	Hold	1,152	–	–	﹤0.01%	369
2022 Q1	$13K	Sell	1,152 -12	-1%	-$158	﹤0.01%	382
2021 Q4	$16K	Buy	+1,164	New	+$15.5K	﹤0.01%	340
2016 Q2	–	Sell	-400	Closed	-$19K	–	441
2016 Q1	$19K	Hold	400	–	–	0.01%	304
2015 Q4	$22K	Sell	400 -400	-50%	-$19.2K	0.01%	294
2015 Q3	$32K	Hold	800	–	–	0.02%	265
2015 Q2	$54K	Hold	800	–	–	0.03%	212
2015 Q1	$47K	Hold	800	–	–	0.03%	223
2014 Q4	$45K	Hold	800	–	–	0.03%	236
2014 Q3	$36K	Hold	800	–	–	0.02%	271
2014 Q2	$41K	Hold	800	–	–	0.02%	241
2014 Q1	$39K	Hold	800	–	–	0.03%	218
2013 Q4	$35K	Buy	+800	New	+$32.9K	0.03%	237