EP Wealth Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
148,412
-9,854
| -6% | -$88K | 0.01% | 508 |
|
|
2025
Q1 | $1.38M | Sell |
158,266
-2,452
| -2% | -$21.4K | 0.01% | 425 |
|
|
2024
Q4 | $2M | Sell |
160,718
-7,784
| -5% | -$96.9K | 0.02% | 362 |
|
|
2024
Q3 | $1.96M | Sell |
168,502
-16,401
| -9% | -$190K | 0.02% | 363 |
|
|
2024
Q2 | $1.97M | Buy |
184,903
+662
| +0.4% | +$7.04K | 0.02% | 284 |
|
|
2024
Q1 | $2.2M | Sell |
184,241
-11,296
| -6% | -$135K | 0.03% | 244 |
|
|
2023
Q4 | $2.12M | Sell |
195,537
-430
| -0.2% | -$4.66K | 0.03% | 249 |
|
|
2023
Q3 | $1.93M | Buy |
195,967
+108,801
| +125% | +$1.07M | 0.03% | 242 |
|
|
2023
Q2 | $1.71M | Buy |
87,166
+53,450
| +159% | +$1.05M | 0.02% | 266 |
|
|
2023
Q1 | $1.61M | Buy |
33,716
+20,993
| +165% | +$1M | 0.03% | 242 |
|
|
2022
Q4 | $142K | Buy |
+12,723
| New | +$142K | ﹤0.01% | 574 |
|
|
2022
Q1 | – | Sell |
-10,917
| Closed | -$148K | – | 668 |
|
|
2021
Q4 | $148K | Buy |
10,917
+605
| +6% | +$8.2K | ﹤0.01% | 534 |
|
|
2021
Q3 | $140K | Sell |
10,312
-1,359
| -12% | -$18.5K | ﹤0.01% | 519 |
|
|
2021
Q2 | $167K | Sell |
11,671
-1,158
| -9% | -$16.6K | ﹤0.01% | 524 |
|
|
2021
Q1 | $179K | Sell |
12,829
-767
| -6% | -$10.7K | 0.01% | 480 |
|
|
2020
Q4 | $255K | Buy |
+13,596
| New | +$255K | 0.01% | 373 |
|
|
2017
Q3 | – | Sell |
-164,340
| Closed | -$6.38M | – | 189 |
|
|
2017
Q2 | $6.38M | Buy |
164,340
+11,854
| +8% | +$460K | 0.78% | 36 |
|
|
2017
Q1 | $5.95M | Buy |
152,486
+20,837
| +16% | +$812K | 0.82% | 41 |
|
|
2016
Q4 | $4.52M | Sell |
131,649
-90
| -0.1% | -$3.09K | 0.66% | 44 |
|
|
2016
Q3 | $5.02M | Buy |
131,739
+1,506
| +1% | +$57.4K | 0.78% | 38 |
|
|
2016
Q2 | $5.63M | Buy |
+130,233
| New | +$5.63M | 0.9% | 38 |
|