CWA
Carolina Wealth Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,199
| Closed | -$89.6K | – | 314 |
|
|
2024
Q4 | $89.6K | Sell |
7,199
-347
| -5% | -$4.32K | 0.05% | 80 |
|
|
2024
Q3 | $87.6K | Buy |
7,546
+169
| +2% | +$1.96K | 0.04% | 81 |
|
|
2024
Q2 | $78.4K | Buy |
7,377
+420
| +6% | +$4.47K | 0.04% | 79 |
|
|
2024
Q1 | $83.1K | Hold |
6,957
| – | – | 0.05% | 86 |
|
|
2023
Q4 | $75.3K | Hold |
6,957
| – | – | 0.04% | 95 |
|
|
2023
Q3 | $68.6K | Buy |
6,957
+6,802
| +4,388% | +$67.1K | 0.04% | 107 |
|
|
2023
Q2 | $1.55K | Hold |
155
| – | – | ﹤0.01% | 217 |
|
|
2023
Q1 | $1.49K | Hold |
155
| – | – | ﹤0.01% | 221 |
|
|
2022
Q4 | $2K | Hold |
155
| – | – | ﹤0.01% | 210 |
|
|
2022
Q3 | $1K | Hold |
155
| – | – | ﹤0.01% | 233 |
|
|
2022
Q2 | $2K | Hold |
155
| – | – | ﹤0.01% | 240 |
|
|
2022
Q1 | $2K | Hold |
155
| – | – | ﹤0.01% | 252 |
|
|
2021
Q4 | $2K | Hold |
155
| – | – | ﹤0.01% | 250 |
|
|
2021
Q3 | $2K | Hold |
155
| – | – | ﹤0.01% | 247 |
|
|
2021
Q2 | $2K | Sell |
155
-3
| -2% | -$39 | ﹤0.01% | 265 |
|
|
2021
Q1 | $2K | Hold |
158
| – | – | ﹤0.01% | 286 |
|
|
2020
Q4 | $3K | Buy |
158
+3
| +2% | +$57 | ﹤0.01% | 210 |
|
|
2020
Q3 | $2K | Hold |
155
| – | – | ﹤0.01% | 204 |
|
|
2020
Q2 | $2K | Hold |
155
| – | – | ﹤0.01% | 159 |
|
|
2020
Q1 | $2K | Hold |
155
| – | – | ﹤0.01% | 158 |
|
|
2019
Q4 | $3K | Buy |
+155
| New | +$3K | ﹤0.01% | 168 |
|