Caldwell Trust’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71K | Hold |
304
|
|
||||
|
2025
Q1 | $2.65K | Buy |
304
+24
|
|
||||
|
2024
Q4 | $3.49K | Hold |
280
|
|
||||
|
2024
Q3 | $3.25K | Sell |
280
-248
|
|
||||
|
2024
Q2 | $5.61K | Sell |
528
-79
|
|
||||
|
2024
Q1 | $7.25K | Buy |
607
+99
|
|
||||
|
2023
Q4 | $5.5K | Sell |
508
-31
|
|
||||
|
2023
Q3 | $5.32K | Sell |
539
-24
|
|
||||
|
2023
Q2 | $5.62K | Sell |
563
-45
|
|
||||
|
2023
Q1 | $5.85K | Buy |
608
+10
|
|
||||
|
2022
Q4 | $6.66K | Hold |
598
|
|
||||
|
2022
Q3 | $5.09K | Sell |
598
-110
|
|
||||
|
2022
Q2 | $7.41K | Sell |
708
-16
|
|
||||
|
2022
Q1 | $7.88K | Hold |
724
|
|
||||
|
2021
Q4 | $9.8K | Sell |
724
-276
|
|
||||
|
2021
Q3 | $13.6K | Sell |
1,000
-1,743
|
|
||||
|
2021
Q2 | $39.2K | Sell |
2,743
-155
|
|
||||
|
2021
Q1 | $40.5K | Sell |
2,898
-2,268
|
|
||||
|
2020
Q4 | $96.8K | Buy |
5,166
+5,009
|
|
||||
|
2020
Q3 | $2.33K | Sell |
157
-60
|
|
||||
|
2020
Q2 | $3.49K | Hold |
217
|
|
||||
|
2020
Q1 | $3.23K | Hold |
217
|
|
||||
|
2019
Q4 | $4.36K | Buy |
+217
|
|