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