JNBA Financial 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
Q1 | $1.11K | Sell |
82
-49
| -37% | -$686 | ﹤0.01% | 781 |
|
|
2025
Q4 | $1.63K | Buy |
131
+82
| +167% | +$885 | ﹤0.01% | 691 |
|
|
2025
Q3 | $486 | Hold |
49
| – | – | ﹤0.01% | 637 |
|
|
2025
Q2 | $438 | Sell |
49
-1,000
| -95% | -$8.46K | ﹤0.01% | 638 |
|
|
2025
Q1 | $9.14K | Buy |
1,049
+951
| +970% | +$9.98K | ﹤0.01% | 472 |
|
|
2024
Q4 | $1.22K | Sell |
98
-8
| -8% | -$98 | ﹤0.01% | 611 |
|
|
2024
Q3 | $1.23K | Buy |
106
+8
| +8% | +$92 | ﹤0.01% | 619 |
|
|
2024
Q2 | $1.04K | Hold |
98
| – | – | ﹤0.01% | 604 |
|
|
2024
Q1 | $1.17K | Hold |
98
| – | – | ﹤0.01% | 630 |
|
|
2023
Q4 | $1.06K | Hold |
98
| – | – | ﹤0.01% | 646 |
|
|
2023
Q3 | $967 | Hold |
98
| – | – | ﹤0.01% | 674 |
|
|
2023
Q2 | $979 | Hold |
98
| – | – | ﹤0.01% | 660 |
|
|
2023
Q1 | $943 | Hold |
98
| – | – | ﹤0.01% | 670 |
|
|
2022
Q4 | $1.09K | Sell |
98
-711
| -88% | -$7.43K | ﹤0.01% | 608 |
|
|
2022
Q3 | $7K | Sell |
809
-394
| -33% | -$3.88K | ﹤0.01% | 501 |
|
|
2022
Q2 | $13K | Buy |
1,203
+3
| +0.3% | +$33 | ﹤0.01% | 459 |
|
|
2022
Q1 | $13K | Sell |
1,200
-252
| -17% | -$3.32K | ﹤0.01% | 472 |
|
|
2021
Q4 | $20K | Sell |
1,452
-83
| -5% | -$1.11K | ﹤0.01% | 421 |
|
|
2021
Q3 | $21K | Hold |
1,535
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $22K | Sell |
1,535
-13
| -0.8% | -$188 | ﹤0.01% | 387 |
|
|
2021
Q1 | $22K | Sell |
1,548
-162
| -9% | -$2.64K | ﹤0.01% | 378 |
|
|
2020
Q4 | $32K | Buy |
+1,710
| New | +$27.9K | 0.01% | 306 |
|
|
2018
Q1 | – | Sell |
-100
| Closed | -$4K | – | 508 |
|
|
2017
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2017
Q3 | $3K | Buy |
+100
| New | +$3.4K | ﹤0.01% | 430 |
|
|
2017
Q1 | – | Sell |
-180
| Closed | -$7K | – | 496 |
|
|
2016
Q4 | $7K | Sell |
180
-287
| -61% | -$10.7K | ﹤0.01% | 389 |
|
|
2016
Q3 | $18K | Buy |
467
+287
| +159% | +$12.8K | ﹤0.01% | 859 |
|
|
2016
Q2 | $8K | Sell |
180
-113
| -39% | -$5K | ﹤0.01% | 362 |
|
|
2016
Q1 | $14K | Buy |
293
+113
| +63% | +$5.45K | 0.01% | 318 |
|
|
2015
Q4 | $10K | Hold |
180
| – | – | ﹤0.01% | 348 |
|
|
2015
Q3 | $7K | Hold |
180
| – | – | ﹤0.01% | 381 |
|
|
2015
Q2 | $12K | Hold |
180
| – | – | ﹤0.01% | 340 |
|
|
2015
Q1 | $11K | Hold |
180
| – | – | ﹤0.01% | 359 |
|
|
2014
Q4 | $10K | Hold |
180
| – | – | ﹤0.01% | 361 |
|
|
2014
Q3 | $8K | Hold |
180
| – | – | ﹤0.01% | 396 |
|
|
2014
Q2 | $9K | Hold |
180
| – | – | ﹤0.01% | 365 |
|
|
2014
Q1 | $9K | Hold |
180
| – | – | ﹤0.01% | 339 |
|
|
2013
Q4 | $8K | Hold |
180
| – | – | ﹤0.01% | 333 |
|
|
2013
Q3 | $7K | Hold |
180
| – | – | ﹤0.01% | 337 |
|
|
2013
Q2 | $6K | Buy |
+180
| New | +$5.38K | ﹤0.01% | 297 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
