Concord Wealth Partners’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,125
| Closed | -$26.5K | – | 778 |
|
|
2025
Q4 | $26.5K | Hold |
2,125
| – | – | ﹤0.01% | 406 |
|
|
2025
Q3 | $21K | Sell |
2,125
-66
| -3% | -$642 | ﹤0.01% | 449 |
|
|
2025
Q2 | $19.6K | Buy |
2,191
+1
| +0% | +$8 | ﹤0.01% | 463 |
|
|
2025
Q1 | $19.1K | Sell |
2,190
-527
| -19% | -$5.53K | ﹤0.01% | 437 |
|
|
2024
Q4 | $33.8K | Sell |
2,717
-9
| -0.3% | -$111 | 0.01% | 387 |
|
|
2024
Q3 | $31.7K | Buy |
2,726
+468
| +21% | +$5.4K | 0.01% | 401 |
|
|
2024
Q2 | $24K | Buy |
2,258
+7
| +0.3% | +$77 | ﹤0.01% | 404 |
|
|
2024
Q1 | $26.9K | Sell |
2,251
-37
| -2% | -$446 | ﹤0.01% | 450 |
|
|
2023
Q4 | $24.8K | Hold |
2,288
| – | – | 0.01% | 448 |
|
|
2023
Q3 | $22.6K | Buy |
2,288
+2,080
| +1,000% | +$21.7K | ﹤0.01% | 490 |
|
|
2023
Q2 | $2.07K | Sell |
208
-2,029
| -91% | -$19.4K | ﹤0.01% | 857 |
|
|
2023
Q1 | $21.5K | Buy |
2,237
+496
| +28% | +$5.5K | 0.01% | 478 |
|
|
2022
Q4 | $19.4K | Buy |
+1,741
| New | +$18.2K | 0.01% | 532 |
|
|
2022
Q3 | – | Sell |
-1,863
| Closed | -$20K | – | 1136 |
|
|
2022
Q2 | $20K | Sell |
1,863
-889
| -32% | -$9.75K | 0.01% | 547 |
|
|
2022
Q1 | $30K | Sell |
2,752
-456
| -14% | -$6.01K | 0.01% | 546 |
|
|
2021
Q4 | $43K | Buy |
3,208
+3,075
| +2,312% | +$41.1K | 0.01% | 483 |
|
|
2021
Q3 | $2K | Sell |
133
-1,263
| -90% | -$17.9K | ﹤0.01% | 786 |
|
|
2021
Q2 | $20K | Sell |
1,396
-62
| -4% | -$897 | 0.01% | 504 |
|
|
2021
Q1 | $20K | Buy |
1,458
+906
| +164% | +$14.8K | 0.01% | 479 |
|
|
2020
Q4 | $10K | Buy |
+552
| New | +$9K | 0.01% | 363 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
