Lee, Danner & Bass’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 |
-2,349
| Closed | -$29.2K | – | 700 |
|
2024
Q4 | $29.2K | Buy |
+2,349
| New | +$29.2K | ﹤0.01% | 415 |
|
2023
Q1 | – | Sell |
-10,002
| Closed | -$111K | – | 200 |
|
2022
Q4 | $111K | Sell |
10,002
-4,907
| -33% | -$54.5K | 0.01% | 192 |
|
2022
Q3 | $127K | Sell |
14,909
-323
| -2% | -$2.75K | 0.01% | 191 |
|
2022
Q2 | $159K | Sell |
15,232
-200
| -1% | -$2.09K | 0.02% | 188 |
|
2022
Q1 | $168K | Sell |
15,432
-970
| -6% | -$10.6K | 0.01% | 200 |
|
2021
Q4 | $222K | Sell |
16,402
-6,493
| -28% | -$87.9K | 0.02% | 187 |
|
2021
Q3 | $310K | Buy |
22,895
+4,118
| +22% | +$55.8K | 0.03% | 173 |
|
2021
Q2 | $268K | Sell |
18,777
-355
| -2% | -$5.07K | 0.02% | 182 |
|
2021
Q1 | $267K | Sell |
19,132
-661
| -3% | -$9.23K | 0.03% | 172 |
|
2020
Q4 | $371K | Buy |
+19,793
| New | +$371K | 0.04% | 157 |
|