Crestwood Advisors Group’s Viatris VTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$137K Buy
15,387
+4,718
+44% +$42.1K ﹤0.01% 520
2025
Q1
$92.9K Buy
+10,669
New +$92.9K ﹤0.01% 488
2017
Q2
Sell
-120
Closed -$5K 430
2017
Q1
$5K Buy
+120
New +$5K ﹤0.01% 477
2015
Q2
Sell
-4,450
Closed -$264K 165
2015
Q1
$264K Buy
+4,450
New +$264K 0.04% 118