IFP Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34K | Sell |
2,518
-679
| -21% | -$9.5K | ﹤0.01% | 2470 |
|
|
2025
Q4 | $39.8K | Buy |
3,197
+160
| +5% | +$1.73K | ﹤0.01% | 2315 |
|
|
2025
Q3 | $30.1K | Buy |
3,037
+222
| +8% | +$2.16K | ﹤0.01% | 2354 |
|
|
2025
Q2 | $54.4K | Sell |
2,815
-7,528
| -73% | -$63.6K | ﹤0.01% | 2002 |
|
|
2025
Q1 | $92.4K | Buy |
10,343
+532
| +5% | +$5.58K | ﹤0.01% | 1570 |
|
|
2024
Q4 | $125K | Buy |
9,811
+1,679
| +21% | +$20.6K | ﹤0.01% | 1351 |
|
|
2024
Q3 | $94.4K | Sell |
8,132
-1,223
| -13% | -$14.1K | ﹤0.01% | 1431 |
|
|
2024
Q2 | $99.4K | Buy |
9,355
+6,490
| +227% | +$71.7K | ﹤0.01% | 1372 |
|
|
2024
Q1 | $34.2K | Sell |
2,865
-21
| -0.7% | -$253 | ﹤0.01% | 1738 |
|
|
2023
Q4 | $31.3K | Buy |
2,886
+217
| +8% | +$2.08K | ﹤0.01% | 1739 |
|
|
2023
Q3 | $26.3K | Sell |
2,669
-1,422
| -35% | -$14.8K | ﹤0.01% | 1810 |
|
|
2023
Q2 | $40.8K | Sell |
4,091
-3,150
| -44% | -$30.1K | ﹤0.01% | 1696 |
|
|
2023
Q1 | $113K | Sell |
7,241
-14,590
| -67% | -$162K | ﹤0.01% | 1200 |
|
|
2022
Q4 | $435K | Sell |
21,831
-8,215
| -27% | -$85.8K | 0.01% | 953 |
|
|
2022
Q3 | $580K | Buy |
30,046
+2,470
| +9% | +$24.3K | 0.02% | 857 |
|
|
2022
Q2 | $527K | Hold |
27,576
| – | – | 0.02% | 825 |
|
|
2022
Q1 | $527K | Buy |
27,576
+24,521
| +803% | +$323K | 0.02% | 825 |
|
|
2021
Q4 | $79K | Sell |
3,055
-846
| -22% | -$11.3K | ﹤0.01% | 1368 |
|
|
2021
Q3 | $96K | Sell |
3,901
-537
| -12% | -$7.62K | ﹤0.01% | 1316 |
|
|
2021
Q2 | $58K | Sell |
4,438
-5,594
| -56% | -$80.9K | ﹤0.01% | 1461 |
|
|
2021
Q1 | $137K | Sell |
10,032
-9,416
| -48% | -$153K | ﹤0.01% | 1015 |
|
|
2020
Q4 | $292K | Buy |
19,448
+19,344
| +18,600% | +$316K | 0.01% | 666 |
|
|
2020
Q3 | $2K | Sell |
104
-51
| -33% | -$814 | ﹤0.01% | 2529 |
|
|
2020
Q2 | $3K | Sell |
155
-124
| -44% | -$2.01K | ﹤0.01% | 2300 |
|
|
2020
Q1 | $4K | Sell |
279
-4
| -1% | -$77 | ﹤0.01% | 2183 |
|
|
2019
Q4 | $6K | Sell |
283
-450
| -61% | -$8.37K | ﹤0.01% | 2133 |
|
|
2019
Q3 | $14K | Buy |
+733
| New | +$14.4K | ﹤0.01% | 1930 |
|
|
2019
Q1 | $32K | Sell |
1,101
-2,140
| -66% | -$62.4K | ﹤0.01% | 1157 |
|
|
2018
Q4 | $88K | Sell |
3,241
-584
| -15% | -$18.9K | 0.01% | 1270 |
|
|
2018
Q3 | $140K | Sell |
3,825
-56
| -1% | -$2.1K | 0.01% | 1280 |
|
|
2018
Q2 | $140K | Buy |
3,881
+939
| +32% | +$36.8K | 0.01% | 1290 |
|
|
2018
Q1 | $124K | Hold |
2,942
| – | – | 0.01% | 1259 |
|
|
2017
Q4 | $124K | Sell |
2,942
-737
| -20% | -$28.2K | 0.01% | 1268 |
|
|
2017
Q3 | $115K | Sell |
3,679
-888
| -19% | -$30.1K | ﹤0.01% | 1473 |
|
|
2017
Q2 | $177K | Sell |
4,567
-198
| -4% | -$7.6K | 0.01% | 1198 |
|
|
2017
Q1 | $186K | Sell |
4,765
-1,027
| -18% | -$41.4K | 0.01% | 1156 |
|
|
2016
Q4 | $221K | Buy |
5,792
+1,012
| +21% | +$37.6K | 0.01% | 999 |
|
|
2016
Q3 | $182K | Sell |
4,780
-172
| -3% | -$7.65K | 0.01% | 1046 |
|
|
2016
Q2 | $214K | Buy |
4,952
+3,851
| +350% | +$170K | 0.01% | 941 |
|
|
2016
Q1 | $32K | Sell |
1,101
-4,514
| -80% | -$218K | ﹤0.01% | 1157 |
|
|
2015
Q4 | $304K | Buy |
+5,615
| New | +$270K | 0.02% | 662 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY