CIA
Concurrent Investment Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
28,671
+3,276
| +13% | +$29.3K | ﹤0.01% | 1135 |
|
|
2025
Q1 | $221K | Buy |
25,395
+1,267
| +5% | +$11K | 0.01% | 1071 |
|
|
2024
Q4 | $300K | Sell |
24,128
-412
| -2% | -$5.13K | 0.01% | 820 |
|
|
2024
Q3 | $285K | Sell |
24,540
-2,734
| -10% | -$31.7K | 0.01% | 793 |
|
|
2024
Q2 | $290K | Buy |
27,274
+15,391
| +130% | +$164K | 0.01% | 739 |
|
|
2024
Q1 | $142K | Sell |
11,883
-1,130
| -9% | -$13.5K | 0.01% | 831 |
|
|
2023
Q4 | $141K | Buy |
+13,013
| New | +$141K | 0.01% | 796 |
|