EFS
Essex Financial Services’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
28,921
+996
| +4% | +$8.89K | 0.02% | 587 |
|
|
2025
Q1 | $243K | Sell |
27,925
-1,849
| -6% | -$16.1K | 0.02% | 552 |
|
|
2024
Q4 | $371K | Buy |
29,774
+2,351
| +9% | +$29.3K | 0.03% | 440 |
|
|
2024
Q3 | $320K | Sell |
27,423
-5,910
| -18% | -$69K | 0.02% | 474 |
|
|
2024
Q2 | $403K | Buy |
33,333
+11,456
| +52% | +$139K | 0.03% | 413 |
|
|
2024
Q1 | $261K | Buy |
21,877
+2,909
| +15% | +$34.7K | 0.02% | 448 |
|
|
2023
Q4 | $205K | Sell |
18,968
-2,664
| -12% | -$28.9K | 0.02% | 478 |
|
|
2023
Q3 | $213K | Sell |
21,632
-481
| -2% | -$4.74K | 0.02% | 434 |
|
|
2023
Q2 | $221K | Sell |
22,113
-407
| -2% | -$4.06K | 0.03% | 430 |
|
|
2023
Q1 | $217K | Buy |
22,520
+257
| +1% | +$2.47K | 0.02% | 453 |
|
|
2022
Q4 | $247K | Sell |
22,263
-479
| -2% | -$5.31K | 0.03% | 415 |
|
|
2022
Q3 | $194K | Sell |
22,742
-487
| -2% | -$4.15K | 0.02% | 439 |
|
|
2022
Q2 | $243K | Sell |
23,229
-1,415
| -6% | -$14.8K | 0.03% | 420 |
|
|
2022
Q1 | $268K | Buy |
24,644
+151
| +0.6% | +$1.64K | 0.03% | 410 |
|
|
2021
Q4 | $331K | Sell |
24,493
-14
| -0.1% | -$189 | 0.03% | 353 |
|
|
2021
Q3 | $332K | Buy |
24,507
+5,819
| +31% | +$78.8K | 0.04% | 327 |
|
|
2021
Q2 | $261K | Hold |
18,688
| – | – | 0.04% | 360 |
|
|
2021
Q1 | $261K | Sell |
18,688
-2,925
| -14% | -$40.9K | 0.05% | 293 |
|
|
2020
Q4 | $405K | Buy |
+21,613
| New | +$405K | 0.08% | 211 |
|
|
2016
Q1 | – | Sell |
-4,016
| Closed | -$217K | – | 325 |
|
|
2015
Q4 | $217K | Buy |
+4,016
| New | +$217K | 0.05% | 287 |
|
|
2015
Q3 | – | Sell |
-3,714
| Closed | -$252K | – | 341 |
|
|
2015
Q2 | $252K | Buy |
+3,714
| New | +$252K | 0.06% | 266 |
|
|
2015
Q1 | – | Sell |
-3,714
| Closed | -$209K | – | 341 |
|
|
2014
Q4 | $209K | Buy |
+3,714
| New | +$209K | 0.05% | 294 |
|
|
2014
Q3 | – | Sell |
-4,964
| Closed | -$256K | – | 311 |
|
|
2014
Q2 | $256K | Buy |
+4,964
| New | +$256K | 0.08% | 249 |
|