Carson Advisory’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
43,050
-9,600
| -18% | -$85.7K | 0.24% | 93 |
|
|
2025
Q1 | $459K | Sell |
52,650
-950
| -2% | -$8.28K | 0.31% | 75 |
|
|
2024
Q4 | $667K | Sell |
53,600
-1,150
| -2% | -$14.3K | 0.46% | 62 |
|
|
2024
Q3 | $636K | Sell |
54,750
-682
| -1% | -$7.92K | 0.4% | 75 |
|
|
2024
Q2 | $589K | Buy |
55,432
+131
| +0.2% | +$1.39K | 0.41% | 73 |
|
|
2024
Q1 | $660K | Buy |
55,301
+5,600
| +11% | +$66.9K | 0.46% | 70 |
|
|
2023
Q4 | $538K | Sell |
49,701
-2,303
| -4% | -$24.9K | 0.42% | 77 |
|
|
2023
Q3 | $513K | Sell |
52,004
-3,598
| -6% | -$35.5K | 0.45% | 79 |
|
|
2023
Q2 | $555K | Sell |
55,602
-5,585
| -9% | -$55.7K | 0.47% | 75 |
|
|
2023
Q1 | $589K | Sell |
61,187
-4,005
| -6% | -$38.5K | 0.52% | 64 |
|
|
2022
Q4 | $726K | Sell |
65,192
-10,539
| -14% | -$117K | 0.7% | 42 |
|
|
2022
Q3 | $645K | Sell |
75,731
-2,193
| -3% | -$18.7K | 0.71% | 46 |
|
|
2022
Q2 | $816K | Buy |
77,924
+5,500
| +8% | +$57.6K | 0.91% | 32 |
|
|
2022
Q1 | $788K | Buy |
72,424
+22,077
| +44% | +$240K | 0.78% | 35 |
|
|
2021
Q4 | $681K | Buy |
+50,347
| New | +$681K | 0.69% | 43 |
|