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 |
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|
2025
Q2 | $2.71K | Hold |
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|
2025
Q1 | $2.65K | Buy |
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|
2024
Q4 | $3.49K | Hold |
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|
2024
Q3 | $3.25K | Sell |
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|
2024
Q2 | $5.61K | Sell |
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|
2024
Q1 | $7.25K | Buy |
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|
2023
Q4 | $5.5K | Sell |
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|
2023
Q3 | $5.32K | Sell |
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|
2023
Q2 | $5.62K | Sell |
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|
2023
Q1 | $5.85K | Buy |
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|
2022
Q4 | $6.66K | Hold |
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|
2022
Q3 | $5.09K | Sell |
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|
2022
Q2 | $7.41K | Sell |
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|
2022
Q1 | $7.88K | Hold |
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|
2021
Q4 | $9.8K | Sell |
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|
2021
Q3 | $13.6K | Sell |
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|
2021
Q2 | $39.2K | Sell |
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|
2021
Q1 | $40.5K | Sell |
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|
2020
Q4 | $96.8K | Buy |
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|
2020
Q3 | $2.33K | Sell |
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|
2020
Q2 | $3.49K | Hold |
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|
2020
Q1 | $3.23K | Hold |
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|
2019
Q4 | $4.36K | Buy |
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