Integrated Wealth Concepts’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
69,042
+15,841
| +30% | +$141K | 0.01% | 1156 |
|
|
2025
Q1 | $463K | Buy |
53,201
+523
| +1% | +$4.56K | 0.01% | 1176 |
|
|
2024
Q4 | $656K | Sell |
52,678
-5,465
| -9% | -$68K | 0.01% | 1005 |
|
|
2024
Q3 | $675K | Sell |
58,143
-45,686
| -44% | -$530K | 0.01% | 959 |
|
|
2024
Q2 | $1.1M | Buy |
103,829
+12,750
| +14% | +$136K | 0.02% | 715 |
|
|
2024
Q1 | $1.09M | Buy |
91,079
+5,589
| +7% | +$66.7K | 0.02% | 719 |
|
|
2023
Q4 | $926K | Sell |
85,490
-1,939
| -2% | -$21K | 0.02% | 753 |
|
|
2023
Q3 | $862K | Sell |
87,429
-760
| -0.9% | -$7.49K | 0.02% | 750 |
|
|
2023
Q2 | $880K | Buy |
88,189
+44,951
| +104% | +$449K | 0.02% | 732 |
|
|
2023
Q1 | $416K | Buy |
43,238
+19,882
| +85% | +$191K | 0.01% | 917 |
|
|
2022
Q4 | $260K | Buy |
23,356
+51
| +0.2% | +$568 | 0.01% | 858 |
|
|
2022
Q3 | $199K | Sell |
23,305
-1,296
| -5% | -$11.1K | 0.01% | 873 |
|
|
2022
Q2 | $258K | Buy |
24,601
+605
| +3% | +$6.35K | 0.01% | 802 |
|
|
2022
Q1 | $261K | Sell |
23,996
-5,608
| -19% | -$61K | 0.01% | 790 |
|
|
2021
Q4 | $401K | Buy |
29,604
+2,515
| +9% | +$34.1K | 0.01% | 666 |
|
|
2021
Q3 | $367K | Buy |
27,089
+9,642
| +55% | +$131K | 0.01% | 665 |
|
|
2021
Q2 | $249K | Sell |
17,447
-600
| -3% | -$8.56K | 0.01% | 712 |
|
|
2021
Q1 | $252K | Sell |
18,047
-11,397
| -39% | -$159K | 0.01% | 630 |
|
|
2020
Q4 | $552K | Buy |
29,444
+17,376
| +144% | +$326K | 0.03% | 389 |
|
|
2020
Q3 | $179K | Sell |
12,068
-93
| -0.8% | -$1.38K | 0.01% | 544 |
|
|
2020
Q2 | $196K | Buy |
+12,161
| New | +$196K | 0.01% | 491 |
|