Buckingham Strategic Wealth’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $158K | Sell |
14,869
-962
| -6% | -$10.2K | ﹤0.01% | 721 |
|
2024
Q1 | $189K | Buy |
15,831
+2,348
| +17% | +$28K | ﹤0.01% | 713 |
|
2023
Q4 | $146K | Sell |
13,483
-3,264
| -19% | -$35.3K | ﹤0.01% | 687 |
|
2023
Q3 | $165K | Sell |
16,747
-3,266
| -16% | -$32.2K | ﹤0.01% | 643 |
|
2023
Q2 | $200K | Sell |
20,013
-1,142
| -5% | -$11.4K | ﹤0.01% | 642 |
|
2023
Q1 | $235K | Hold |
21,155
| – | – | ﹤0.01% | 531 |
|
2022
Q4 | $235K | Sell |
21,155
-1,256
| -6% | -$14K | ﹤0.01% | 533 |
|
2022
Q3 | $191K | Buy |
22,411
+2,875
| +15% | +$24.5K | ﹤0.01% | 555 |
|
2022
Q2 | $205K | Sell |
19,536
-536
| -3% | -$5.62K | ﹤0.01% | 555 |
|
2022
Q1 | $218K | Buy |
20,072
+1,049
| +6% | +$11.4K | ﹤0.01% | 546 |
|
2021
Q4 | $257K | Sell |
19,023
-3,872
| -17% | -$52.3K | 0.01% | 512 |
|
2021
Q3 | $310K | Sell |
22,895
-1,682
| -7% | -$22.8K | 0.01% | 462 |
|
2021
Q2 | $351K | Sell |
24,577
-1,093
| -4% | -$15.6K | 0.01% | 431 |
|
2021
Q1 | $359K | Buy |
25,670
+7,318
| +40% | +$102K | 0.02% | 399 |
|
2020
Q4 | $344K | Buy |
+18,352
| New | +$344K | 0.02% | 393 |
|