Caldwell Trust’s Viatris VTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.81K Sell
2025
Q2
$2.71K Hold
2025
Q1
$2.65K Buy
2024
Q4
$3.49K Hold
2024
Q3
$3.25K Sell
2024
Q2
$5.61K Sell
2024
Q1
$7.25K Buy
2023
Q4
$5.5K Sell
2023
Q3
$5.32K Sell
2023
Q2
$5.62K Sell
2023
Q1
$5.85K Buy
2022
Q4
$6.66K Hold
2022
Q3
$5.09K Sell
2022
Q2
$7.41K Sell
2022
Q1
$7.88K Hold
2021
Q4
$9.8K Sell
2021
Q3
$13.6K Sell
2021
Q2
$39.2K Sell
2021
Q1
$40.5K Sell
2020
Q4
$96.8K Buy
2020
Q3
$2.33K Sell
2020
Q2
$3.49K Hold
2020
Q1
$3.23K Hold
2019
Q4
$4.36K Buy