Joel Isaacson & Co’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Buy |
13,961
+195
| +1% | +$1.74K | 0.01% | 410 |
|
|
2025
Q1 | $120K | Buy |
13,766
+133
| +1% | +$1.16K | 0.01% | 387 |
|
|
2024
Q4 | $170K | Buy |
13,633
+1,059
| +8% | +$13.2K | 0.01% | 364 |
|
|
2024
Q3 | $146K | Buy |
+12,574
| New | +$146K | 0.01% | 355 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$68K | – | 779 |
|
|
2015
Q2 | $68K | Hold |
1,000
| – | – | 0.02% | 318 |
|
|
2015
Q1 | $59K | Hold |
1,000
| – | – | 0.01% | 335 |
|
|
2014
Q4 | $56K | Hold |
1,000
| – | – | 0.02% | 312 |
|
|
2014
Q3 | $45K | Hold |
1,000
| – | – | 0.01% | 318 |
|
|
2014
Q2 | $52K | Hold |
1,000
| – | – | 0.02% | 301 |
|
|
2014
Q1 | $49K | Hold |
1,000
| – | – | 0.02% | 303 |
|
|
2013
Q4 | $43K | Buy |
+1,000
| New | +$43K | 0.02% | 292 |
|