LGT Financial Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40,480
| Closed | -$483K | – | 869 |
|
|
2024
Q1 | $483K | Hold |
40,480
| – | – | 0.56% | 34 |
|
|
2023
Q4 | $438K | Sell |
40,480
-1,580
| -4% | -$17.1K | 0.54% | 37 |
|
|
2023
Q3 | $415K | Buy |
42,060
+3,325
| +9% | +$32.8K | 0.53% | 33 |
|
|
2023
Q2 | $387K | Buy |
38,735
+7,322
| +23% | +$73.1K | 0.41% | 69 |
|
|
2023
Q1 | $302K | Hold |
31,413
| – | – | 0.56% | 53 |
|
|
2022
Q4 | $350K | Buy |
+31,413
| New | +$350K | 0.41% | 49 |
|