Creative Planning’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 | $10.4M | Buy |
770,971
+175,288
| +29% | +$2.45M | 0.01% | 674 |
|
|
2025
Q4 | $7.42M | Buy |
595,683
+242,198
| +69% | +$2.61M | 0.01% | 754 |
|
|
2025
Q3 | $3.5M | Buy |
353,485
+65,060
| +23% | +$633K | ﹤0.01% | 1098 |
|
|
2025
Q2 | $2.58M | Buy |
288,425
+124,367
| +76% | +$1.05M | ﹤0.01% | 1133 |
|
|
2025
Q1 | $1.43M | Sell |
164,058
-65,476
| -29% | -$687K | ﹤0.01% | 1436 |
|
|
2024
Q4 | $2.86M | Buy |
229,534
+35,554
| +18% | +$437K | ﹤0.01% | 929 |
|
|
2024
Q3 | $2.25M | Buy |
193,980
+3,589
| +2% | +$41.4K | ﹤0.01% | 1003 |
|
|
2024
Q2 | $2.02M | Sell |
190,391
-6,591
| -3% | -$72.8K | ﹤0.01% | 980 |
|
|
2024
Q1 | $2.35M | Buy |
196,982
+16,696
| +9% | +$201K | ﹤0.01% | 904 |
|
|
2023
Q4 | $1.95M | Buy |
180,286
+4,772
| +3% | +$45.7K | ﹤0.01% | 928 |
|
|
2023
Q3 | $1.73M | Buy |
175,514
+669
| +0.4% | +$6.97K | ﹤0.01% | 921 |
|
|
2023
Q2 | $1.74M | Sell |
174,845
-5,211
| -3% | -$49.8K | ﹤0.01% | 884 |
|
|
2023
Q1 | $1.73M | Buy |
180,056
+51,326
| +40% | +$569K | ﹤0.01% | 834 |
|
|
2022
Q4 | $1.43M | Buy |
128,730
+22,383
| +21% | +$234K | ﹤0.01% | 866 |
|
|
2022
Q3 | $906K | Sell |
106,347
-6,699
| -6% | -$65.9K | ﹤0.01% | 1003 |
|
|
2022
Q2 | $1.18M | Sell |
113,046
-2,180
| -2% | -$23.9K | ﹤0.01% | 902 |
|
|
2022
Q1 | $1.25M | Buy |
115,226
+705
| +0.6% | +$9.29K | ﹤0.01% | 882 |
|
|
2021
Q4 | $1.55M | Sell |
114,521
-90,538
| -44% | -$1.21M | ﹤0.01% | 777 |
|
|
2021
Q3 | $2.78M | Buy |
205,059
+91
| +0% | +$1.29K | ﹤0.01% | 579 |
|
|
2021
Q2 | $2.93M | Buy |
204,968
+60,214
| +42% | +$871K | 0.01% | 551 |
|
|
2021
Q1 | $2.02M | Buy |
144,754
+14,856
| +11% | +$242K | ﹤0.01% | 723 |
|
|
2020
Q4 | $2.43M | Buy |
129,898
+116,150
| +845% | +$1.89M | 0.01% | 593 |
|
|
2020
Q3 | $204K | Buy |
+13,748
| New | +$220K | ﹤0.01% | 1671 |
|
|
2020
Q2 | – | Sell |
-10,893
| Closed | -$162K | – | 2143 |
|
|
2020
Q1 | $162K | Buy |
+10,893
| New | +$209K | ﹤0.01% | 1439 |
|
|
2018
Q2 | – | Sell |
-4,885
| Closed | -$201K | – | 2182 |
|
|
2018
Q1 | $201K | Sell |
4,885
-11,177
| -70% | -$476K | ﹤0.01% | 1615 |
|
|
2017
Q4 | $680K | Buy |
16,062
+4,794
| +43% | +$183K | ﹤0.01% | 906 |
|
|
2017
Q3 | $353K | Sell |
11,268
-2,332
| -17% | -$79.2K | ﹤0.01% | 1237 |
|
|
2017
Q2 | $528K | Sell |
13,600
-12,549
| -48% | -$482K | ﹤0.01% | 983 |
|
|
2017
Q1 | $1.02M | Buy |
26,149
+4,874
| +23% | +$196K | 0.01% | 663 |
|
|
2016
Q4 | $812K | Sell |
21,275
-9,344
| -31% | -$347K | ﹤0.01% | 701 |
|
|
2016
Q3 | $1.17M | Buy |
30,619
+5,749
| +23% | +$256K | 0.01% | 539 |
|
|
2016
Q2 | $1.07M | Buy |
24,870
+9,875
| +66% | +$437K | 0.01% | 505 |
|
|
2016
Q1 | $695K | Sell |
14,995
-5,549
| -27% | -$268K | 0.01% | 621 |
|
|
2015
Q4 | $1.11M | Sell |
20,544
-2,207
| -10% | -$106K | 0.01% | 472 |
|
|
2015
Q3 | $916K | Buy |
22,751
+1,632
| +8% | +$91K | 0.01% | 504 |
|
|
2015
Q2 | $1.43M | Buy |
21,119
+88
| +0.4% | +$6.22K | 0.01% | 374 |
|
|
2015
Q1 | $1.25M | Buy |
21,031
+202
| +1% | +$11.5K | 0.01% | 398 |
|
|
2014
Q4 | $1.17M | Buy |
20,829
+2,666
| +15% | +$143K | 0.01% | 401 |
|
|
2014
Q3 | $826K | Buy |
18,163
+2,043
| +13% | +$99.3K | 0.01% | 470 |
|
|
2014
Q2 | $831K | Buy |
16,120
+1,212
| +8% | +$59.6K | 0.01% | 446 |
|
|
2014
Q1 | $728K | Buy |
14,908
+11
| +0.1% | +$534 | 0.01% | 479 |
|
|
2013
Q4 | $647K | Buy |
14,897
+2,750
| +23% | +$113K | 0.01% | 446 |
|
|
2013
Q3 | $464K | Buy |
12,147
+19
| +0.2% | +$669 | 0.01% | 468 |
|
|
2013
Q2 | $376K | Buy |
+12,128
| New | +$362K | 0.01% | 485 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
