Jones Financial Companies’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 | $452K | Buy |
34,635
+12,757
| +58% | +$179K | ﹤0.01% | 2097 |
|
|
2025
Q4 | $272K | Buy |
21,878
+1,173
| +6% | +$12.7K | ﹤0.01% | 1773 |
|
|
2025
Q3 | $197K | Buy |
20,705
+2,770
| +15% | +$27K | ﹤0.01% | 1791 |
|
|
2025
Q2 | $162K | Sell |
17,935
-956
| -5% | -$8.08K | ﹤0.01% | 1749 |
|
|
2025
Q1 | $164K | Buy |
18,891
+10,266
| +119% | +$108K | ﹤0.01% | 1567 |
|
|
2024
Q4 | $107K | Buy |
8,625
+4,445
| +106% | +$54.6K | ﹤0.01% | 1600 |
|
|
2024
Q3 | $48.3K | Buy |
4,180
+3,778
| +940% | +$43.6K | ﹤0.01% | 1648 |
|
|
2024
Q2 | $4.27K | Buy |
402
+185
| +85% | +$2.04K | ﹤0.01% | 1977 |
|
|
2024
Q1 | $2.59K | Buy |
+217
| New | +$2.61K | ﹤0.01% | 1240 |
|
|
2023
Q3 | – | Sell |
-186
| Closed | -$1.86K | – | 720 |
|
|
2023
Q2 | $1.86K | Buy |
186
+137
| +280% | +$1.31K | ﹤0.01% | 512 |
|
|
2023
Q1 | $471 | Sell |
49
-67
| -58% | -$743 | ﹤0.01% | 561 |
|
|
2022
Q4 | $1K | Buy |
116
+109
| +1,557% | +$1.14K | ﹤0.01% | 716 |
|
|
2022
Q3 | $0 | Sell |
7
-79
| -92% | -$778 | ﹤0.01% | 742 |
|
|
2022
Q2 | $1K | Sell |
86
-511
| -86% | -$5.6K | ﹤0.01% | 695 |
|
|
2022
Q1 | $6K | Sell |
597
-530
| -47% | -$6.98K | ﹤0.01% | 569 |
|
|
2021
Q4 | $15K | Buy |
1,127
+975
| +641% | +$13K | ﹤0.01% | 508 |
|
|
2021
Q3 | $2K | Sell |
152
-14
| -8% | -$199 | ﹤0.01% | 628 |
|
|
2021
Q2 | $2K | Sell |
166
-392
| -70% | -$5.67K | ﹤0.01% | 615 |
|
|
2021
Q1 | $8K | Buy |
558
+269
| +93% | +$4.38K | ﹤0.01% | 560 |
|
|
2020
Q4 | $5K | Buy |
+289
| New | +$4.71K | ﹤0.01% | 512 |
|
|
2013
Q4 | – | Sell |
-49
| Closed | -$2K | – | 539 |
|
|
2013
Q3 | $2K | Sell |
49
-1,285
| -96% | -$45.2K | ﹤0.01% | 660 |
|
|
2013
Q2 | $41K | Buy |
+1,334
| New | +$39.8K | ﹤0.01% | 345 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
