Glassman Wealth Services’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,546
| Closed | -$27.6K | – | 1793 |
|
|
2023
Q4 | $27.6K | Sell |
2,546
-831
| -25% | -$9K | ﹤0.01% | 616 |
|
|
2023
Q3 | $33.3K | Sell |
3,377
-1,775
| -34% | -$17.5K | 0.01% | 528 |
|
|
2023
Q2 | $51.4K | Buy |
5,152
+3,136
| +156% | +$31.3K | 0.01% | 406 |
|
|
2023
Q1 | $19.4K | Sell |
2,016
-279
| -12% | -$2.68K | ﹤0.01% | 642 |
|
|
2022
Q4 | $25.5K | Buy |
2,295
+294
| +15% | +$3.27K | ﹤0.01% | 602 |
|
|
2022
Q3 | $17K | Sell |
2,001
-472
| -19% | -$4.01K | ﹤0.01% | 672 |
|
|
2022
Q2 | $26K | Buy |
2,473
+40
| +2% | +$421 | 0.01% | 559 |
|
|
2022
Q1 | $26K | Buy |
2,433
+202
| +9% | +$2.16K | ﹤0.01% | 569 |
|
|
2021
Q4 | $30K | Sell |
2,231
-685
| -23% | -$9.21K | 0.01% | 514 |
|
|
2021
Q3 | $40K | Buy |
2,916
+243
| +9% | +$3.33K | 0.01% | 412 |
|
|
2021
Q2 | $38K | Sell |
2,673
-1,394
| -34% | -$19.8K | 0.01% | 406 |
|
|
2021
Q1 | $57K | Sell |
4,067
-237
| -6% | -$3.32K | 0.01% | 302 |
|
|
2020
Q4 | $81K | Buy |
4,304
+4,185
| +3,517% | +$78.8K | 0.02% | 263 |
|
|
2020
Q3 | $2K | Sell |
119
-6
| -5% | -$101 | ﹤0.01% | 1049 |
|
|
2020
Q2 | $2K | Buy |
125
+47
| +60% | +$752 | ﹤0.01% | 913 |
|
|
2020
Q1 | $1K | Buy |
78
+48
| +160% | +$615 | ﹤0.01% | 1012 |
|
|
2019
Q4 | $1K | Sell |
30
-24
| -44% | -$800 | ﹤0.01% | 1067 |
|
|
2019
Q3 | $1K | Buy |
54
+41
| +315% | +$759 | ﹤0.01% | 945 |
|
|
2019
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1385 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | – | – | 995 |
|
|
2018
Q3 | $0 | Sell |
9
-15
| -63% | – | ﹤0.01% | 970 |
|
|
2018
Q2 | $1K | Buy |
24
+5
| +26% | +$208 | ﹤0.01% | 738 |
|
|
2018
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 677 |
|
|
2017
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 623 |
|
|
2017
Q3 | – | Sell |
-15
| Closed | -$1K | – | 629 |
|
|
2017
Q2 | $1K | Sell |
15
-48
| -76% | -$3.2K | ﹤0.01% | 501 |
|
|
2017
Q1 | $2K | Sell |
63
-2,364
| -97% | -$75K | ﹤0.01% | 460 |
|
|
2016
Q4 | $93K | Buy |
2,427
+52
| +2% | +$1.99K | 0.07% | 136 |
|
|
2016
Q3 | $91K | Buy |
2,375
+8
| +0.3% | +$307 | 0.08% | 104 |
|
|
2016
Q2 | $102K | Hold |
2,367
| – | – | 0.09% | 96 |
|
|
2016
Q1 | $110K | Hold |
2,367
| – | – | 0.1% | 102 |
|
|
2015
Q4 | $128K | Hold |
2,367
| – | – | 0.12% | 101 |
|
|
2015
Q3 | $95K | Sell |
2,367
-300
| -11% | -$12K | 0.09% | 105 |
|
|
2015
Q2 | $181K | Hold |
2,667
| – | – | 0.15% | 77 |
|
|
2015
Q1 | $158K | Hold |
2,667
| – | – | 0.13% | 79 |
|
|
2014
Q4 | $150K | Buy |
+2,667
| New | +$150K | 0.11% | 93 |
|