Creative Planning’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
288,425
+124,367
| +76% | +$1.11M | ﹤0.01% | 1130 |
|
|
2025
Q1 | $1.43M | Sell |
164,058
-65,476
| -29% | -$570K | ﹤0.01% | 1432 |
|
|
2024
Q4 | $2.86M | Buy |
229,534
+35,554
| +18% | +$443K | ﹤0.01% | 927 |
|
|
2024
Q3 | $2.25M | Buy |
193,980
+3,589
| +2% | +$41.7K | ﹤0.01% | 1003 |
|
|
2024
Q2 | $2.02M | Sell |
190,391
-6,591
| -3% | -$70.1K | ﹤0.01% | 978 |
|
|
2024
Q1 | $2.35M | Buy |
196,982
+16,696
| +9% | +$199K | ﹤0.01% | 903 |
|
|
2023
Q4 | $1.95M | Buy |
180,286
+4,772
| +3% | +$51.7K | ﹤0.01% | 926 |
|
|
2023
Q3 | $1.73M | Buy |
175,514
+669
| +0.4% | +$6.6K | ﹤0.01% | 919 |
|
|
2023
Q2 | $1.74M | Sell |
174,845
-5,211
| -3% | -$52K | ﹤0.01% | 881 |
|
|
2023
Q1 | $1.73M | Buy |
180,056
+51,326
| +40% | +$494K | ﹤0.01% | 830 |
|
|
2022
Q4 | $1.43M | Buy |
128,730
+22,383
| +21% | +$249K | ﹤0.01% | 864 |
|
|
2022
Q3 | $906K | Sell |
106,347
-6,699
| -6% | -$57.1K | ﹤0.01% | 998 |
|
|
2022
Q2 | $1.18M | Sell |
113,046
-2,180
| -2% | -$22.8K | ﹤0.01% | 899 |
|
|
2022
Q1 | $1.25M | Buy |
115,226
+705
| +0.6% | +$7.67K | ﹤0.01% | 881 |
|
|
2021
Q4 | $1.55M | Sell |
114,521
-90,538
| -44% | -$1.22M | ﹤0.01% | 777 |
|
|
2021
Q3 | $2.78M | Buy |
205,059
+91
| +0% | +$1.23K | ﹤0.01% | 579 |
|
|
2021
Q2 | $2.93M | Buy |
204,968
+60,214
| +42% | +$860K | 0.01% | 551 |
|
|
2021
Q1 | $2.02M | Buy |
144,754
+14,856
| +11% | +$208K | ﹤0.01% | 715 |
|
|
2020
Q4 | $2.43M | Buy |
129,898
+116,150
| +845% | +$2.18M | 0.01% | 586 |
|
|
2020
Q3 | $204K | Buy |
+13,748
| New | +$204K | ﹤0.01% | 1645 |
|
|
2020
Q2 | – | Sell |
-10,893
| Closed | -$162K | – | 1914 |
|
|
2020
Q1 | $162K | Buy |
+10,893
| New | +$162K | ﹤0.01% | 1424 |
|
|
2018
Q2 | – | Sell |
-4,885
| Closed | -$201K | – | 1996 |
|
|
2018
Q1 | $201K | Sell |
4,885
-11,177
| -70% | -$460K | ﹤0.01% | 1602 |
|
|
2017
Q4 | $680K | Buy |
16,062
+4,794
| +43% | +$203K | ﹤0.01% | 898 |
|
|
2017
Q3 | $353K | Sell |
11,268
-2,332
| -17% | -$73.1K | ﹤0.01% | 1227 |
|
|
2017
Q2 | $528K | Sell |
13,600
-12,549
| -48% | -$487K | ﹤0.01% | 975 |
|
|
2017
Q1 | $1.02M | Buy |
26,149
+4,874
| +23% | +$190K | 0.01% | 660 |
|
|
2016
Q4 | $812K | Sell |
21,275
-9,344
| -31% | -$357K | ﹤0.01% | 700 |
|
|
2016
Q3 | $1.17M | Buy |
30,619
+5,749
| +23% | +$219K | 0.01% | 537 |
|
|
2016
Q2 | $1.08M | Buy |
24,870
+9,875
| +66% | +$427K | 0.01% | 505 |
|
|
2016
Q1 | $695K | Sell |
14,995
-5,549
| -27% | -$257K | 0.01% | 620 |
|
|
2015
Q4 | $1.11M | Sell |
20,544
-2,207
| -10% | -$119K | 0.01% | 471 |
|
|
2015
Q3 | $916K | Buy |
22,751
+1,632
| +8% | +$65.7K | 0.01% | 503 |
|
|
2015
Q2 | $1.43M | Buy |
21,119
+88
| +0.4% | +$5.97K | 0.01% | 373 |
|
|
2015
Q1 | $1.25M | Buy |
21,031
+202
| +1% | +$12K | 0.01% | 397 |
|
|
2014
Q4 | $1.17M | Buy |
20,829
+2,666
| +15% | +$150K | 0.01% | 400 |
|
|
2014
Q3 | $826K | Buy |
18,163
+2,043
| +13% | +$92.9K | 0.01% | 469 |
|
|
2014
Q2 | $831K | Buy |
16,120
+1,212
| +8% | +$62.5K | 0.01% | 445 |
|
|
2014
Q1 | $728K | Buy |
14,908
+11
| +0.1% | +$537 | 0.01% | 479 |
|
|
2013
Q4 | $647K | Buy |
14,897
+2,750
| +23% | +$119K | 0.01% | 446 |
|
|
2013
Q3 | $464K | Buy |
12,147
+19
| +0.2% | +$726 | 0.01% | 468 |
|
|
2013
Q2 | $376K | Buy |
+12,128
| New | +$376K | 0.01% | 485 |
|