EWM
Evermay Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1K | Sell |
347
-59
| -15% | -$527 | ﹤0.01% | 490 |
|
|
2025
Q1 | $3.53K | Buy |
406
+124
| +44% | +$1.08K | ﹤0.01% | 497 |
|
|
2024
Q4 | $3.51K | Sell |
282
-308
| -52% | -$3.83K | ﹤0.01% | 499 |
|
|
2024
Q3 | $6.85K | Sell |
590
-48
| -8% | -$557 | ﹤0.01% | 487 |
|
|
2024
Q2 | $6.78K | Buy |
638
+531
| +496% | +$5.65K | ﹤0.01% | 483 |
|
|
2024
Q1 | $1.28K | Sell |
107
-880
| -89% | -$10.5K | ﹤0.01% | 559 |
|
|
2023
Q4 | $10.7K | Sell |
987
-20
| -2% | -$217 | ﹤0.01% | 446 |
|
|
2023
Q3 | $9.93K | Hold |
1,007
| – | – | ﹤0.01% | 429 |
|
|
2023
Q2 | $10.1K | Sell |
1,007
-210
| -17% | -$2.1K | ﹤0.01% | 428 |
|
|
2023
Q1 | $11.7K | Sell |
1,217
-6
| -0.5% | -$58 | ﹤0.01% | 404 |
|
|
2022
Q4 | $13.6K | Sell |
1,223
-50
| -4% | -$557 | ﹤0.01% | 388 |
|
|
2022
Q3 | $11K | Hold |
1,273
| – | – | ﹤0.01% | 393 |
|
|
2022
Q2 | $13K | Hold |
1,273
| – | – | ﹤0.01% | 379 |
|
|
2022
Q1 | $14K | Buy |
1,273
+50
| +4% | +$550 | ﹤0.01% | 390 |
|
|
2021
Q4 | $17K | Sell |
1,223
-137
| -10% | -$1.9K | ﹤0.01% | 369 |
|
|
2021
Q3 | $18K | Sell |
1,360
-2,090
| -61% | -$27.7K | ﹤0.01% | 348 |
|
|
2021
Q2 | $49K | Buy |
+3,450
| New | +$49K | 0.01% | 289 |
|
|
2017
Q2 | – | Sell |
-7,885
| Closed | -$307K | – | 105 |
|
|
2017
Q1 | $307K | Buy |
7,885
+1,874
| +31% | +$73K | 0.14% | 63 |
|
|
2016
Q4 | $229K | Buy |
+6,011
| New | +$229K | 0.11% | 69 |
|