Gradient Investments’s Viatris VTRS Stock Holding History

Gradient Investments’s Portfolio VTRS Stock Details VTRS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-706	Closed	-$7.51K	–	1285
2024 Q2	$7.51K	Buy	706 +191	+37%	+$2.03K	﹤0.01%	789
2024 Q1	$6.15K	Sell	515 -1,736	-77%	-$20.7K	﹤0.01%	694
2023 Q4	$24.4K	Buy	2,251 +118	+6%	+$1.28K	﹤0.01%	668
2023 Q3	$21K	Sell	2,133 -68	-3%	-$670	﹤0.01%	670
2023 Q2	$22K	Sell	2,201 -41	-2%	-$409	﹤0.01%	672
2023 Q1	$21.6K	Sell	2,242 -1	-0%	-$10	﹤0.01%	668
2022 Q4	$25K	Sell	2,243 -241	-10%	-$2.68K	﹤0.01%	649
2022 Q3	$21K	Sell	2,484 -86	-3%	-$727	﹤0.01%	665
2022 Q2	$27K	Sell	2,570 -41	-2%	-$431	﹤0.01%	590
2022 Q1	$28K	Sell	2,611 -1,383	-35%	-$14.8K	﹤0.01%	586
2021 Q4	$54K	Buy	3,994 +32	+0.8%	+$433	﹤0.01%	469
2021 Q3	$54K	Sell	3,962 -21	-0.5%	-$286	﹤0.01%	472
2021 Q2	$57K	Sell	3,983 -852	-18%	-$12.2K	﹤0.01%	452
2021 Q1	$68K	Buy	4,835 +1,500	+45%	+$21.1K	﹤0.01%	422
2020 Q4	$49K	Hold	3,335	–	–	﹤0.01%	409
2020 Q3	$49K	Hold	3,335	–	–	﹤0.01%	412
2020 Q2	$54K	Buy	3,335 +2,800	+523%	+$45.3K	﹤0.01%	377
2020 Q1	$8K	Hold	535	–	–	﹤0.01%	708
2019 Q4	$11K	Sell	535 -207	-28%	-$4.26K	﹤0.01%	680
2019 Q3	$15K	Hold	742	–	–	﹤0.01%	578
2019 Q2	$14K	Hold	742	–	–	﹤0.01%	582
2019 Q1	$21K	Hold	742	–	–	﹤0.01%	444
2018 Q4	$20K	Hold	742	–	–	﹤0.01%	455
2018 Q3	$27K	Hold	742	–	–	﹤0.01%	445
2018 Q2	$27K	Sell	742 -5	-0.7%	-$182	﹤0.01%	436
2018 Q1	$31K	Hold	747	–	–	﹤0.01%	412
2017 Q4	$32K	Buy	+747	New	+$32K	﹤0.01%	410
2017 Q3	–	Sell	-827	Closed	-$32K	–	709
2017 Q2	$32K	Buy	827 +85	+11%	+$3.29K	﹤0.01%	356
2017 Q1	$29K	Buy	742 +663	+839%	+$25.9K	﹤0.01%	366
2016 Q4	$3K	Hold	79	–	–	﹤0.01%	605
2016 Q3	$3K	Hold	79	–	–	﹤0.01%	599
2016 Q2	$3K	Hold	79	–	–	﹤0.01%	597
2016 Q1	$4K	Hold	79	–	–	﹤0.01%	573
2015 Q4	$4K	Hold	79	–	–	﹤0.01%	534
2015 Q3	$3K	Hold	79	–	–	﹤0.01%	499
2015 Q2	$5K	Hold	79	–	–	﹤0.01%	474
2015 Q1	$5K	Hold	79	–	–	﹤0.01%	486
2014 Q4	$4K	Hold	79	–	–	﹤0.01%	437
2014 Q3	$4K	Buy	+79	New	+$4K	﹤0.01%	387