J.P. Morgan Private Wealth Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $399K | Sell |
40,417
-173,184
| -81% | -$1.71M | ﹤0.01% | 1344 |
|
|
2023
Q2 | $2.13M | Sell |
213,601
-30,493
| -12% | -$304K | 0.01% | 543 |
|
|
2023
Q1 | $2.35M | Buy |
244,094
+10,568
| +5% | +$102K | 0.01% | 821 |
|
|
2022
Q4 | $2.6M | Sell |
233,526
-26,809
| -10% | -$298K | 0.01% | 751 |
|
|
2022
Q3 | $2.22M | Buy |
260,335
+42,248
| +19% | +$360K | 0.01% | 806 |
|
|
2022
Q2 | $2.28M | Buy |
218,087
+88,789
| +69% | +$929K | 0.01% | 800 |
|
|
2022
Q1 | $1.41M | Buy |
129,298
+5,269
| +4% | +$57.3K | ﹤0.01% | 1054 |
|
|
2021
Q4 | $1.68M | Sell |
124,029
-36,327
| -23% | -$491K | ﹤0.01% | 985 |
|
|
2021
Q3 | $2.17M | Sell |
160,356
-3,648
| -2% | -$49.4K | 0.01% | 866 |
|
|
2021
Q2 | $2.34M | Sell |
164,004
-5,616
| -3% | -$80.3K | 0.01% | 811 |
|
|
2021
Q1 | $2.37M | Sell |
169,620
-79,449
| -32% | -$1.11M | 0.01% | 712 |
|
|
2020
Q4 | $4.67M | Buy |
+249,069
| New | +$4.67M | 0.02% | 501 |
|
|
2018
Q1 | – | Sell |
-10,906
| Closed | -$461K | – | 1380 |
|
|
2017
Q4 | $461K | Sell |
10,906
-15,599
| -59% | -$659K | ﹤0.01% | 898 |
|
|
2017
Q3 | $832K | Buy |
26,505
+2,845
| +12% | +$89.3K | 0.01% | 681 |
|
|
2017
Q2 | $919K | Buy |
23,660
+11,803
| +100% | +$458K | 0.01% | 645 |
|
|
2017
Q1 | $462K | Buy |
11,857
+1,670
| +16% | +$65.1K | ﹤0.01% | 887 |
|
|
2016
Q4 | $389K | Sell |
10,187
-4,249
| -29% | -$162K | ﹤0.01% | 903 |
|
|
2016
Q3 | $551K | Buy |
14,436
+8,220
| +132% | +$314K | 0.01% | 759 |
|
|
2016
Q2 | $269K | Buy |
6,216
+252
| +4% | +$10.9K | ﹤0.01% | 1028 |
|
|
2016
Q1 | $277K | Buy |
+5,964
| New | +$277K | ﹤0.01% | 986 |
|
|
2015
Q4 | – | Sell |
-10,930
| Closed | -$440K | – | 1214 |
|
|
2015
Q3 | $440K | Sell |
10,930
-9,455
| -46% | -$381K | 0.01% | 661 |
|
|
2015
Q2 | $1.38M | Buy |
20,385
+6,995
| +52% | +$475K | 0.02% | 433 |
|
|
2015
Q1 | $795K | Sell |
13,390
-912
| -6% | -$54.1K | 0.01% | 589 |
|
|
2014
Q4 | $806K | Sell |
14,302
-5,991
| -30% | -$338K | 0.01% | 583 |
|
|
2014
Q3 | $923K | Buy |
20,293
+16,277
| +405% | +$740K | 0.01% | 535 |
|
|
2014
Q2 | $207K | Sell |
4,016
-3,185
| -44% | -$164K | ﹤0.01% | 817 |
|
|
2014
Q1 | $351K | Buy |
+7,201
| New | +$351K | 0.01% | 680 |
|