EHWM
Eads & Heald Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,755
| Closed | -$184K | – | 141 |
|
|
2024
Q4 | $184K | Hold |
14,755
| – | – | 0.09% | 135 |
|
|
2024
Q3 | $171K | Buy |
14,755
+85
| +0.6% | +$985 | 0.08% | 142 |
|
|
2024
Q2 | $156K | Buy |
14,670
+2,600
| +22% | +$27.6K | 0.08% | 143 |
|
|
2024
Q1 | $144K | Buy |
12,070
+193
| +2% | +$2.3K | 0.07% | 143 |
|
|
2023
Q4 | $129K | Sell |
11,877
-7,895
| -40% | -$85.8K | 0.06% | 145 |
|
|
2023
Q3 | $195K | Sell |
19,772
-63
| -0.3% | -$621 | 0.1% | 141 |
|
|
2023
Q2 | $198K | Buy |
19,835
+820
| +4% | +$8.19K | 0.1% | 144 |
|
|
2023
Q1 | $183K | Buy |
19,015
+4,435
| +30% | +$42.7K | 0.09% | 144 |
|
|
2022
Q4 | $162K | Buy |
14,580
+225
| +2% | +$2.5K | 0.08% | 145 |
|
|
2022
Q3 | $122K | Buy |
+14,355
| New | +$122K | 0.07% | 142 |
|