Keystone Financial Planning’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
25,949
-181
| -0.7% | -$1.62K | 0.07% | 45 |
|
|
2025
Q1 | $228K | Hold |
26,130
| – | – | 0.07% | 46 |
|
|
2024
Q4 | $325K | Sell |
26,130
-60
| -0.2% | -$747 | 0.1% | 44 |
|
|
2024
Q3 | $304K | Sell |
26,190
-25
| -0.1% | -$290 | 0.09% | 43 |
|
|
2024
Q2 | $279K | Sell |
26,215
-32
| -0.1% | -$340 | 0.09% | 45 |
|
|
2024
Q1 | $313K | Sell |
26,247
-871
| -3% | -$10.4K | 0.1% | 47 |
|
|
2023
Q4 | $294K | Hold |
27,118
| – | – | 0.1% | 48 |
|
|
2023
Q3 | $267K | Sell |
27,118
-39
| -0.1% | -$385 | 0.09% | 46 |
|
|
2023
Q2 | $271K | Buy |
27,157
+418
| +2% | +$4.17K | 0.09% | 45 |
|
|
2023
Q1 | $257K | Sell |
26,739
-120
| -0.4% | -$1.15K | 0.09% | 44 |
|
|
2022
Q4 | $299K | Sell |
26,859
-160
| -0.6% | -$1.78K | 0.1% | 43 |
|
|
2022
Q3 | $230K | Buy |
27,019
+186
| +0.7% | +$1.58K | 0.09% | 44 |
|
|
2022
Q2 | $281K | Sell |
26,833
-166
| -0.6% | -$1.74K | 0.1% | 45 |
|
|
2022
Q1 | $294K | Sell |
26,999
-214
| -0.8% | -$2.33K | 0.1% | 45 |
|
|
2021
Q4 | $368K | Sell |
27,213
-998
| -4% | -$13.5K | 0.13% | 43 |
|
|
2021
Q3 | $382K | Buy |
28,211
+244
| +0.9% | +$3.3K | 0.14% | 41 |
|
|
2021
Q2 | $400K | Sell |
27,967
-749
| -3% | -$10.7K | 0.14% | 40 |
|
|
2021
Q1 | $401K | Sell |
28,716
-35
| -0.1% | -$489 | 0.15% | 40 |
|
|
2020
Q4 | $539K | Buy |
+28,751
| New | +$539K | 0.22% | 35 |
|