HM Payson & Co’s Virtus Investment Partners VRTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $190K | Sell |
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|
2025
Q2 | $182K | Buy |
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|
2025
Q1 | $172K | Hold |
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|
2024
Q4 | $221K | Hold |
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|
2024
Q3 | $209K | Hold |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $197K | Hold |
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|
2023
Q1 | $190K | Hold |
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|
2022
Q4 | $191K | Hold |
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|
2022
Q3 | $160K | Hold |
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|
2022
Q2 | $171K | Hold |
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|
2022
Q1 | $240K | Hold |
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|
2021
Q4 | $297K | Sell |
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|
2021
Q3 | $403K | Sell |
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|
2021
Q2 | $444K | Sell |
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|
2021
Q1 | $424K | Hold |
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|
2020
Q4 | $391K | Hold |
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|
2020
Q3 | $250K | Hold |
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|
2020
Q2 | $209K | Hold |
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|
2020
Q1 | $137K | Hold |
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|
2019
Q4 | $219K | Hold |
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|
2019
Q3 | $199K | Hold |
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|
2019
Q2 | $193K | Buy |
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