IMA Advisory Services’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
11,449
+1,690
| +17% | +$15.1K | 0.01% | 187 |
|
|
2025
Q1 | $85K | Buy |
+9,759
| New | +$85K | 0.01% | 202 |
|
|
2024
Q4 | – | Sell |
-7,569
| Closed | -$87.9K | – | 281 |
|
|
2024
Q3 | $87.9K | Buy |
+7,569
| New | +$87.9K | 0.02% | 156 |
|
|
2023
Q4 | – | Sell |
-53
| Closed | -$523 | – | 264 |
|
|
2023
Q3 | $523 | Hold |
53
| – | – | ﹤0.01% | 280 |
|
|
2023
Q2 | $529 | Sell |
53
-8
| -13% | -$80 | ﹤0.01% | 285 |
|
|
2023
Q1 | $587 | Hold |
61
| – | – | ﹤0.01% | 288 |
|
|
2022
Q4 | $679 | Hold |
61
| – | – | ﹤0.01% | 314 |
|
|
2022
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 316 |
|
|
2022
Q2 | $1K | Sell |
61
-81
| -57% | -$1.33K | ﹤0.01% | 316 |
|
|
2022
Q1 | $2K | Sell |
142
-42
| -23% | -$592 | ﹤0.01% | 292 |
|
|
2021
Q4 | $2K | Hold |
184
| – | – | ﹤0.01% | 299 |
|
|
2021
Q3 | $2K | Sell |
184
-157
| -46% | -$1.71K | ﹤0.01% | 278 |
|
|
2021
Q2 | $5K | Sell |
341
-36
| -10% | -$528 | ﹤0.01% | 256 |
|
|
2021
Q1 | $5K | Sell |
377
-7,242
| -95% | -$96K | ﹤0.01% | 262 |
|
|
2020
Q4 | $143K | Buy |
+7,619
| New | +$143K | 0.04% | 122 |
|
|
2018
Q3 | – | Sell |
-241
| Closed | -$9K | – | 465 |
|
|
2018
Q2 | $9K | Buy |
+241
| New | +$9K | ﹤0.01% | 279 |
|
|
2017
Q4 | – | Sell |
-32,422
| Closed | -$1.02M | – | 131 |
|
|
2017
Q3 | $1.02M | Buy |
32,422
+3,898
| +14% | +$122K | 0.47% | 78 |
|
|
2017
Q2 | $1.11M | Sell |
28,524
-2,665
| -9% | -$103K | 0.53% | 69 |
|
|
2017
Q1 | $1.22M | Buy |
31,189
+9,049
| +41% | +$353K | 0.61% | 58 |
|
|
2016
Q4 | $845K | Buy |
+22,140
| New | +$845K | 0.52% | 64 |
|