Kovack Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,007
| Closed | -$174K | – | 640 |
|
|
2024
Q4 | $174K | Buy |
14,007
+145
| +1% | +$1.81K | 0.02% | 577 |
|
|
2024
Q3 | $161K | Sell |
13,862
-638
| -4% | -$7.41K | 0.02% | 558 |
|
|
2024
Q2 | $154K | Sell |
14,500
-1,765
| -11% | -$18.8K | 0.02% | 542 |
|
|
2024
Q1 | $194K | Sell |
16,265
-649
| -4% | -$7.75K | 0.02% | 439 |
|
|
2023
Q4 | $183K | Sell |
16,914
-2,186
| -11% | -$23.7K | 0.02% | 529 |
|
|
2023
Q3 | $188K | Buy |
19,100
+425
| +2% | +$4.19K | 0.03% | 495 |
|
|
2023
Q2 | $186K | Sell |
18,675
-295
| -2% | -$2.94K | 0.02% | 523 |
|
|
2023
Q1 | $182K | Buy |
+18,970
| New | +$182K | 0.02% | 525 |
|
|
2022
Q3 | – | Sell |
-19,516
| Closed | -$204K | – | 624 |
|
|
2022
Q2 | $204K | Sell |
19,516
-525
| -3% | -$5.49K | 0.03% | 569 |
|
|
2022
Q1 | $218K | Buy |
20,041
+475
| +2% | +$5.17K | 0.02% | 627 |
|
|
2021
Q4 | $265K | Sell |
19,566
-6,789
| -26% | -$92K | 0.03% | 568 |
|
|
2021
Q3 | $357K | Buy |
26,355
+2,237
| +9% | +$30.3K | 0.04% | 471 |
|
|
2021
Q2 | $345K | Buy |
24,118
+31
| +0.1% | +$443 | 0.04% | 463 |
|
|
2021
Q1 | $336K | Buy |
24,087
+7,830
| +48% | +$109K | 0.04% | 415 |
|
|
2020
Q4 | $305K | Buy |
+16,257
| New | +$305K | 0.04% | 400 |
|