Glass Jacobson Investment Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215 | Sell |
24
-14,840
| -100% | -$133K | ﹤0.01% | 551 |
|
|
2025
Q1 | $185K | Hold |
14,864
| – | – | 0.06% | 237 |
|
|
2024
Q4 | $185K | Sell |
14,864
-988
| -6% | -$12.3K | 0.06% | 237 |
|
|
2024
Q3 | $184K | Sell |
15,852
-354
| -2% | -$4.11K | 0.06% | 231 |
|
|
2024
Q2 | $172K | Sell |
16,206
-218
| -1% | -$2.32K | 0.06% | 227 |
|
|
2024
Q1 | $196K | Sell |
16,424
-1,429
| -8% | -$17.1K | 0.07% | 209 |
|
|
2023
Q4 | $193K | Sell |
17,853
-900
| -5% | -$9.75K | 0.08% | 208 |
|
|
2023
Q3 | $185K | Sell |
18,753
-1,361
| -7% | -$13.4K | 0.08% | 206 |
|
|
2023
Q2 | $201K | Buy |
+20,114
| New | +$201K | 0.09% | 196 |
|
|
2022
Q4 | $260K | Buy |
+23,359
| New | +$260K | 0.13% | 178 |
|