HB Wealth Management’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $380K | Buy |
42,591
+5,784
| +16% | +$51.7K | ﹤0.01% | 831 |
|
2025
Q1 | $321K | Sell |
36,807
-2,626
| -7% | -$22.9K | ﹤0.01% | 917 |
|
2024
Q4 | $491K | Buy |
39,433
+6,734
| +21% | +$83.8K | 0.01% | 618 |
|
2024
Q3 | $380K | Buy |
32,699
+575
| +2% | +$6.68K | ﹤0.01% | 672 |
|
2024
Q2 | $341K | Sell |
32,124
-649
| -2% | -$6.9K | ﹤0.01% | 659 |
|
2024
Q1 | $391K | Buy |
32,773
+572
| +2% | +$6.83K | ﹤0.01% | 565 |
|
2023
Q4 | $349K | Buy |
32,201
+12,765
| +66% | +$138K | 0.01% | 555 |
|
2023
Q3 | $192K | Buy |
19,436
+1,050
| +6% | +$10.4K | ﹤0.01% | 721 |
|
2023
Q2 | $183K | Buy |
18,386
+4,346
| +31% | +$43.4K | ﹤0.01% | 689 |
|
2023
Q1 | $135K | Buy |
+14,040
| New | +$135K | ﹤0.01% | 689 |
|
2022
Q3 | – | Sell |
-12,442
| Closed | -$130K | – | 620 |
|
2022
Q2 | $130K | Buy |
+12,442
| New | +$130K | ﹤0.01% | 558 |
|