JFS Wealth 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
Q2 | $118K | Sell |
7,409
-138
| -2% | -$2.14K | 0.01% | 404 |
|
|
2026
Q1 | $102K | Buy |
7,547
+7
| +0.1% | +$98 | 0.01% | 408 |
|
|
2025
Q4 | $93.9K | Buy |
7,540
+422
| +6% | +$4.55K | 0.01% | 424 |
|
|
2025
Q3 | $70.5K | Sell |
7,118
-32
| -0.4% | -$311 | ﹤0.01% | 453 |
|
|
2025
Q2 | $63.9K | Sell |
7,150
-6
| -0.1% | -$51 | ﹤0.01% | 437 |
|
|
2025
Q1 | $62.3K | Sell |
7,156
-120
| -2% | -$1.26K | ﹤0.01% | 436 |
|
|
2024
Q4 | $90.6K | Sell |
7,276
-99
| -1% | -$1.22K | 0.01% | 374 |
|
|
2024
Q3 | $85.6K | Buy |
7,375
+107
| +1% | +$1.23K | 0.01% | 387 |
|
|
2024
Q2 | $77.3K | Sell |
7,268
-384
| -5% | -$4.24K | 0.01% | 356 |
|
|
2024
Q1 | $91.4K | Sell |
7,652
-124
| -2% | -$1.49K | 0.01% | 329 |
|
|
2023
Q4 | $84.2K | Sell |
7,776
-16
| -0.2% | -$153 | 0.01% | 335 |
|
|
2023
Q3 | $76.8K | Buy |
7,792
+143
| +2% | +$1.49K | 0.01% | 312 |
|
|
2023
Q2 | $76.3K | Sell |
7,649
-48
| -0.6% | -$458 | 0.01% | 315 |
|
|
2023
Q1 | $74K | Buy |
7,697
+34
| +0.4% | +$377 | 0.01% | 318 |
|
|
2022
Q4 | $85.3K | Sell |
7,663
-22
| -0.3% | -$230 | 0.01% | 295 |
|
|
2022
Q3 | $65K | Sell |
7,685
-128
| -2% | -$1.26K | 0.01% | 343 |
|
|
2022
Q2 | $82K | Buy |
7,813
+160
| +2% | +$1.75K | 0.01% | 314 |
|
|
2022
Q1 | $84K | Buy |
7,653
+143
| +2% | +$1.88K | 0.01% | 325 |
|
|
2021
Q4 | $102K | Sell |
7,510
-77
| -1% | -$1.03K | 0.01% | 302 |
|
|
2021
Q3 | $103K | Sell |
7,587
-81
| -1% | -$1.15K | 0.01% | 303 |
|
|
2021
Q2 | $110K | Sell |
7,668
-49
| -0.6% | -$709 | 0.02% | 209 |
|
|
2021
Q1 | $108K | Sell |
7,717
-4,030
| -34% | -$65.7K | 0.02% | 189 |
|
|
2020
Q4 | $220K | Buy |
11,747
+5,779
| +97% | +$94.3K | 0.05% | 140 |
|
|
2020
Q3 | $89K | Hold |
5,968
| – | – | 0.02% | 187 |
|
|
2020
Q2 | $96K | Hold |
5,968
| – | – | 0.02% | 184 |
|
|
2020
Q1 | $89K | Hold |
5,968
| – | – | 0.03% | 185 |
|
|
2019
Q4 | $120K | Hold |
5,968
| – | – | 0.03% | 178 |
|
|
2019
Q3 | $118K | Hold |
5,968
| – | – | 0.03% | 174 |
|
|
2019
Q2 | $114K | Hold |
5,968
| – | – | 0.03% | 175 |
|
|
2019
Q1 | $169K | Hold |
5,968
| – | – | 0.04% | 144 |
|
|
2018
Q4 | $164K | Hold |
5,968
| – | – | 0.04% | 146 |
|
|
2018
Q3 | $218K | Hold |
5,968
| – | – | 0.06% | 139 |
|
|
2018
Q2 | $216K | Sell |
5,968
-300
| -5% | -$11.8K | 0.06% | 134 |
|
|
2018
Q1 | $258K | Sell |
6,268
-4,117
| -40% | -$176K | 0.07% | 123 |
|
|
2017
Q4 | $439K | Sell |
10,385
-65
| -0.6% | -$2.48K | 0.11% | 97 |
|
|
2017
Q3 | $328K | Hold |
10,450
| – | – | 0.08% | 103 |
|
|
2017
Q2 | $406K | Sell |
10,450
-88
| -0.8% | -$3.38K | 0.11% | 86 |
|
|
2017
Q1 | $402K | Hold |
10,538
| – | – | 0.11% | 93 |
|
|
2016
Q4 | $402K | Buy |
10,538
+223
| +2% | +$8.29K | 0.11% | 93 |
|
|
2016
Q3 | $393K | Sell |
10,315
-105
| -1% | -$4.67K | 0.11% | 89 |
|
|
2016
Q2 | $451K | Sell |
10,420
-880
| -8% | -$38.9K | 0.12% | 94 |
|
|
2016
Q1 | $524K | Buy |
11,300
+20
| +0.2% | +$965 | 0.15% | 85 |
|
|
2015
Q4 | $610K | Hold |
11,280
| – | – | 0.18% | 79 |
|
|
2015
Q3 | $454K | Sell |
11,280
-1,441
| -11% | -$80.3K | 0.2% | 68 |
|
|
2015
Q2 | $863K | Hold |
12,721
| – | – | 0.44% | 47 |
|
|
2015
Q1 | $755K | Sell |
12,721
-1,685
| -12% | -$96.1K | 0.35% | 49 |
|
|
2014
Q4 | $812K | Hold |
14,406
| – | – | 0.13% | 38 |
|
|
2014
Q3 | $655K | Hold |
14,406
| – | – | 0.11% | 39 |
|
|
2014
Q2 | $743K | Sell |
14,406
-105
| -0.7% | -$5.16K | 0.14% | 40 |
|
|
2014
Q1 | $709K | Sell |
14,511
-200
| -1% | -$9.71K | 0.39% | 47 |
|
|
2013
Q4 | $638K | Hold |
14,711
| – | – | 0.28% | 56 |
|
|
2013
Q3 | $562K | Hold |
14,711
| – | – | 0.26% | 57 |
|
|
2013
Q2 | $456K | Buy |
+14,711
| New | +$439K | 0.23% | 62 |
|
Other funds holding VTRS
ACM
WCM
TIM
CNB
YIH
CPCM
FCBT