EWM
Evercore Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-18,489
| Closed | -$258K | – | 440 |
|
|
2021
Q1 | $258K | Sell |
18,489
-18,416
| -50% | -$257K | 0.01% | 388 |
|
|
2020
Q4 | $692K | Buy |
+36,905
| New | +$692K | 0.01% | 249 |
|
|
2018
Q1 | – | Sell |
-400
| Closed | -$17K | – | 789 |
|
|
2017
Q4 | $17K | Buy |
+400
| New | +$17K | ﹤0.01% | 752 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$16K | – | 953 |
|
|
2017
Q2 | $16K | Hold |
400
| – | – | ﹤0.01% | 749 |
|
|
2017
Q1 | $16K | Sell |
400
-37
| -8% | -$1.48K | ﹤0.01% | 783 |
|
|
2016
Q4 | $16K | Buy |
437
+37
| +9% | +$1.36K | ﹤0.01% | 781 |
|
|
2016
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 822 |
|
|
2016
Q2 | $17K | Hold |
400
| – | – | ﹤0.01% | 783 |
|
|
2016
Q1 | $19K | Sell |
400
-500
| -56% | -$23.8K | ﹤0.01% | 735 |
|
|
2015
Q4 | $49K | Hold |
900
| – | – | ﹤0.01% | 602 |
|
|
2015
Q3 | $36K | Hold |
900
| – | – | ﹤0.01% | 647 |
|
|
2015
Q2 | $61K | Hold |
900
| – | – | ﹤0.01% | 603 |
|
|
2015
Q1 | $54K | Sell |
900
-1,060
| -54% | -$63.6K | ﹤0.01% | 616 |
|
|
2014
Q4 | $110K | Sell |
1,960
-1,440
| -42% | -$80.8K | 0.01% | 455 |
|
|
2014
Q3 | $155K | Hold |
3,400
| – | – | 0.01% | 443 |
|
|
2014
Q2 | $176K | Sell |
3,400
-583
| -15% | -$30.2K | 0.01% | 410 |
|
|
2014
Q1 | $194K | Sell |
3,983
-2,400
| -38% | -$117K | 0.01% | 383 |
|
|
2013
Q4 | $277K | Sell |
6,383
-51,116
| -89% | -$2.22M | 0.02% | 337 |
|
|
2013
Q3 | $2.2M | Buy |
57,499
+34,929
| +155% | +$1.33M | 0.13% | 156 |
|
|
2013
Q2 | $700K | Buy |
+22,570
| New | +$700K | 0.04% | 241 |
|