Concord Wealth Partners’s Viatris VTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$19.6K Buy
2,191
+1
+0% +$9 ﹤0.01% 463
2025
Q1
$19.1K Sell
2,190
-527
-19% -$4.59K ﹤0.01% 437
2024
Q4
$33.8K Sell
2,717
-9
-0.3% -$112 0.01% 387
2024
Q3
$31.7K Buy
2,726
+468
+21% +$5.43K 0.01% 401
2024
Q2
$24K Buy
2,258
+7
+0.3% +$74 ﹤0.01% 404
2024
Q1
$26.9K Sell
2,251
-37
-2% -$442 ﹤0.01% 450
2023
Q4
$24.8K Hold
2,288
0.01% 448
2023
Q3
$22.6K Buy
2,288
+2,080
+1,000% +$20.5K ﹤0.01% 490
2023
Q2
$2.07K Sell
208
-2,029
-91% -$20.2K ﹤0.01% 857
2023
Q1
$21.5K Buy
2,237
+496
+28% +$4.77K 0.01% 479
2022
Q4
$19.4K Buy
+1,741
New +$19.4K 0.01% 532
2022
Q3
Sell
-1,863
Closed -$20K 1136
2022
Q2
$20K Sell
1,863
-889
-32% -$9.54K 0.01% 547
2022
Q1
$30K Sell
2,752
-456
-14% -$4.97K 0.01% 546
2021
Q4
$43K Buy
3,208
+3,075
+2,312% +$41.2K 0.01% 483
2021
Q3
$2K Sell
133
-1,263
-90% -$19K ﹤0.01% 786
2021
Q2
$20K Sell
1,396
-62
-4% -$888 0.01% 504
2021
Q1
$20K Buy
1,458
+906
+164% +$12.4K 0.01% 479
2020
Q4
$10K Buy
+552
New +$10K 0.01% 363