BFA
Brendel Financial Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95K | Sell |
10,592
-618
| -6% | -$5.54K | 0.05% | 101 |
|
|
2025
Q1 | $98K | Hold |
11,210
| – | – | 0.06% | 91 |
|
|
2024
Q4 | $140K | Sell |
11,210
-16
| -0.1% | -$200 | 0.08% | 89 |
|
|
2024
Q3 | $130K | Hold |
11,226
| – | – | 0.07% | 92 |
|
|
2024
Q2 | $119K | Hold |
11,226
| – | – | 0.08% | 87 |
|
|
2024
Q1 | $134K | Hold |
11,226
| – | – | 0.15% | 57 |
|
|
2023
Q4 | $122K | Hold |
11,226
| – | – | 0.08% | 88 |
|
|
2023
Q3 | $111K | Hold |
11,226
| – | – | 0.16% | 42 |
|
|
2023
Q2 | $112K | Hold |
11,226
| – | – | 0.17% | 42 |
|
|
2023
Q1 | $108K | Hold |
11,226
| – | – | 0.08% | 83 |
|
|
2022
Q4 | $125K | Hold |
11,226
| – | – | 0.25% | 36 |
|
|
2022
Q3 | $96K | Hold |
11,226
| – | – | 0.23% | 37 |
|
|
2022
Q2 | $118K | Hold |
11,226
| – | – | 0.1% | 88 |
|
|
2022
Q1 | $122K | Hold |
11,226
| – | – | 0.07% | 112 |
|
|
2021
Q4 | $152K | Hold |
11,226
| – | – | 0.08% | 107 |
|
|
2021
Q3 | $152K | Hold |
11,226
| – | – | 0.18% | 55 |
|
|
2021
Q2 | $160K | Sell |
11,226
-49
| -0.4% | -$698 | 0.09% | 119 |
|
|
2021
Q1 | $158K | Sell |
11,275
-1,581
| -12% | -$22.2K | 0.11% | 85 |
|
|
2020
Q4 | $241K | Buy |
+12,856
| New | +$241K | 0.16% | 75 |
|