HWMO
Heritage Wealth Management (Ohio)’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.7K | Sell |
11,170
-56,004
| -83% | -$500K | 0.03% | 237 |
|
|
2025
Q1 | $585K | Sell |
67,174
-3,484
| -5% | -$30.3K | 0.2% | 120 |
|
|
2024
Q4 | $880K | Hold |
70,658
| – | – | 0.29% | 88 |
|
|
2024
Q3 | $820K | Sell |
70,658
-2,694
| -4% | -$31.3K | 0.27% | 98 |
|
|
2024
Q2 | $757K | Buy |
+73,352
| New | +$757K | 0.25% | 98 |
|