Investment House LLC’s Viatris VTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-23,015
Closed -$878K 193
2016
Q4
$878K Buy
23,015
+13,350
+138% +$509K 0.13% 108
2016
Q3
$368K Sell
9,665
-9,250
-49% -$352K 0.06% 155
2016
Q2
$818K Buy
18,915
+625
+3% +$27K 0.13% 110
2016
Q1
$848K Sell
18,290
-1,575
-8% -$73K 0.14% 106
2015
Q4
$1.07M Sell
19,865
-54,550
-73% -$2.95M 0.18% 99
2015
Q3
$3M Sell
74,415
-20,408
-22% -$822K 0.52% 66
2015
Q2
$6.43M Sell
94,823
-165
-0.2% -$11.2K 1.03% 31
2015
Q1
$5.64M Buy
94,988
+375
+0.4% +$22.3K 0.91% 39
2014
Q4
$5.33M Sell
94,613
-50
-0.1% -$2.82K 0.86% 41
2014
Q3
$4.31M Buy
94,663
+2,290
+2% +$104K 0.72% 44
2014
Q2
$4.76M Buy
92,373
+1,175
+1% +$60.6K 0.82% 41
2014
Q1
$4.45M Buy
91,198
+705
+0.8% +$34.4K 0.79% 44
2013
Q4
$3.93M Buy
90,493
+1,075
+1% +$46.7K 0.71% 50
2013
Q3
$3.41M Buy
89,418
+500
+0.6% +$19.1K 0.69% 54
2013
Q2
$2.76M Buy
+88,918
New +$2.76M 0.6% 61