Live Oak Private Wealth’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Sell |
102,836
-1,246
| -1% | -$11.1K | 0.14% | 107 |
|
|
2025
Q1 | $907K | Buy |
104,082
+30,438
| +41% | +$265K | 0.15% | 101 |
|
|
2024
Q4 | $917K | Buy |
+73,644
| New | +$917K | 0.15% | 99 |
|
|
2021
Q1 | – | Sell |
-16,820
| Closed | -$315K | – | 158 |
|
|
2020
Q4 | $315K | Buy |
+16,820
| New | +$315K | 0.09% | 119 |
|