Carson Wealth (CWM LLC)’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
115,716
+80,151
| +225% | +$716K | ﹤0.01% | 1229 |
|
|
2025
Q1 | $310K | Sell |
35,565
-5,453
| -13% | -$47.5K | ﹤0.01% | 1653 |
|
|
2024
Q4 | $511K | Sell |
41,018
-948
| -2% | -$11.8K | ﹤0.01% | 1372 |
|
|
2024
Q3 | $487K | Buy |
41,966
+1,533
| +4% | +$17.8K | ﹤0.01% | 1323 |
|
|
2024
Q2 | $430K | Buy |
40,433
+1,473
| +4% | +$15.7K | ﹤0.01% | 1248 |
|
|
2024
Q1 | $465K | Buy |
38,960
+3,323
| +9% | +$39.7K | ﹤0.01% | 1170 |
|
|
2023
Q4 | $386K | Sell |
35,637
-2,636
| -7% | -$28.6K | ﹤0.01% | 1152 |
|
|
2023
Q3 | $377K | Buy |
38,273
+3,840
| +11% | +$37.8K | ﹤0.01% | 1072 |
|
|
2023
Q2 | $344K | Buy |
34,433
+2,658
| +8% | +$26.6K | ﹤0.01% | 1060 |
|
|
2023
Q1 | $306K | Buy |
31,775
+6,524
| +26% | +$62.8K | ﹤0.01% | 1050 |
|
|
2022
Q4 | $281K | Sell |
25,251
-168
| -0.7% | -$1.87K | ﹤0.01% | 979 |
|
|
2022
Q3 | $217K | Buy |
25,419
+4,671
| +23% | +$39.9K | ﹤0.01% | 1015 |
|
|
2022
Q2 | $217K | Buy |
20,748
+5,124
| +33% | +$53.6K | ﹤0.01% | 1016 |
|
|
2022
Q1 | $170K | Buy |
15,624
+2,233
| +17% | +$24.3K | ﹤0.01% | 1103 |
|
|
2021
Q4 | $181K | Buy |
+13,391
| New | +$181K | ﹤0.01% | 1064 |
|
|
2021
Q2 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 975 |
|
|
2021
Q1 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 975 |
|
|
2020
Q4 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 975 |
|
|
2020
Q3 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 975 |
|
|
2020
Q2 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 975 |
|
|
2020
Q1 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 975 |
|
|
2019
Q4 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 975 |
|
|
2019
Q3 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 975 |
|
|
2019
Q2 | $160K | Hold |
11,181
| – | – | ﹤0.01% | 975 |
|
|
2019
Q1 | $160K | Buy |
11,181
+10,688
| +2,168% | +$153K | ﹤0.01% | 975 |
|
|
2018
Q4 | $14K | Sell |
493
-157
| -24% | -$4.46K | ﹤0.01% | 1233 |
|
|
2018
Q3 | $24K | Sell |
650
-550
| -46% | -$20.3K | ﹤0.01% | 915 |
|
|
2018
Q2 | $43K | Buy |
1,200
+925
| +336% | +$33.1K | ﹤0.01% | 665 |
|
|
2018
Q1 | $11K | Buy |
275
+75
| +38% | +$3K | ﹤0.01% | 840 |
|
|
2017
Q4 | $8K | Sell |
200
-1,493
| -88% | -$59.7K | ﹤0.01% | 950 |
|
|
2017
Q3 | $53K | Hold |
1,693
| – | – | ﹤0.01% | 511 |
|
|
2017
Q2 | $66K | Sell |
1,693
-300
| -15% | -$11.7K | ﹤0.01% | 439 |
|
|
2017
Q1 | $78K | Buy |
1,993
+448
| +29% | +$17.5K | ﹤0.01% | 383 |
|
|
2016
Q4 | $59K | Buy |
+1,545
| New | +$59K | ﹤0.01% | 425 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$4K | – | 441 |
|
|
2013
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 506 |
|