Heritage Wealth 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 | $2.69K | Hold |
301
| – | – | ﹤0.01% | 498 |
|
|
2025
Q1 | $2.62K | Buy |
301
+47
| +19% | +$409 | ﹤0.01% | 493 |
|
|
2024
Q4 | $3.16K | Hold |
254
| – | – | ﹤0.01% | 531 |
|
|
2024
Q3 | $2.95K | Hold |
254
| – | – | ﹤0.01% | 526 |
|
|
2024
Q2 | $2.7K | Hold |
254
| – | – | ﹤0.01% | 471 |
|
|
2024
Q1 | $3.03K | Hold |
254
| – | – | ﹤0.01% | 489 |
|
|
2023
Q4 | $2.75K | Hold |
254
| – | – | ﹤0.01% | 498 |
|
|
2023
Q3 | $2.5K | Sell |
254
-32
| -11% | -$315 | ﹤0.01% | 458 |
|
|
2023
Q2 | $2.85K | Sell |
286
-118
| -29% | -$1.18K | ﹤0.01% | 489 |
|
|
2023
Q1 | $3.89K | Sell |
404
-749
| -65% | -$7.2K | ﹤0.01% | 485 |
|
|
2022
Q4 | $12.8K | Hold |
1,153
| – | – | ﹤0.01% | 437 |
|
|
2022
Q3 | $9.82K | Hold |
1,153
| – | – | ﹤0.01% | 423 |
|
|
2022
Q2 | $12K | Hold |
1,153
| – | – | ﹤0.01% | 453 |
|
|
2022
Q1 | $13K | Hold |
1,153
| – | – | ﹤0.01% | 425 |
|
|
2021
Q4 | $16K | Hold |
1,153
| – | – | ﹤0.01% | 422 |
|
|
2021
Q3 | $15.6K | Sell |
1,153
-271
| -19% | -$3.67K | ﹤0.01% | 419 |
|
|
2021
Q2 | $20.3K | Buy |
1,424
+143
| +11% | +$2.04K | ﹤0.01% | 415 |
|
|
2021
Q1 | $17.9K | Sell |
1,281
-230
| -15% | -$3.21K | ﹤0.01% | 428 |
|
|
2020
Q4 | $28K | Buy |
+1,511
| New | +$28K | ﹤0.01% | 380 |
|