LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.7K | Hold |
3,549
| – | – | ﹤0.01% | 421 |
|
|
2025
Q1 | $27.7K | Hold |
3,549
| – | – | ﹤0.01% | 424 |
|
|
2024
Q4 | $40.5K | Hold |
3,549
| – | – | ﹤0.01% | 413 |
|
|
2024
Q3 | $40.7K | Sell |
3,549
-91
| -3% | -$1.05K | ﹤0.01% | 408 |
|
|
2024
Q2 | $41.4K | Sell |
3,640
-603
| -14% | -$6.86K | ﹤0.01% | 410 |
|
|
2024
Q1 | $47.7K | Hold |
4,243
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $49.9K | Hold |
4,243
| – | – | ﹤0.01% | 399 |
|
|
2023
Q3 | $37.9K | Hold |
4,243
| – | – | ﹤0.01% | 440 |
|
|
2023
Q2 | $42.3K | Sell |
4,243
-192
| -4% | -$1.92K | ﹤0.01% | 444 |
|
|
2023
Q1 | $42.7K | Sell |
4,435
-232
| -5% | -$2.23K | ﹤0.01% | 428 |
|
|
2022
Q4 | $51.9K | Sell |
4,667
-261
| -5% | -$2.91K | ﹤0.01% | 399 |
|
|
2022
Q3 | $42K | Sell |
4,928
-31
| -0.6% | -$264 | ﹤0.01% | 433 |
|
|
2022
Q2 | $52K | Sell |
4,959
-7,051
| -59% | -$73.9K | ﹤0.01% | 422 |
|
|
2022
Q1 | $131K | Buy |
12,010
+6,830
| +132% | +$74.5K | ﹤0.01% | 349 |
|
|
2021
Q4 | $70K | Sell |
5,180
-202
| -4% | -$2.73K | ﹤0.01% | 428 |
|
|
2021
Q3 | $73K | Sell |
5,382
-100
| -2% | -$1.36K | ﹤0.01% | 421 |
|
|
2021
Q2 | $78K | Buy |
+5,482
| New | +$78K | ﹤0.01% | 430 |
|
|
2021
Q1 | – | Sell |
-7,664
| Closed | -$144K | – | 701 |
|
|
2020
Q4 | $144K | Buy |
+7,664
| New | +$144K | ﹤0.01% | 308 |
|
|
2016
Q3 | – | Sell |
-590
| Closed | -$26K | – | 643 |
|
|
2016
Q2 | $26K | Hold |
590
| – | – | ﹤0.01% | 461 |
|
|
2016
Q1 | $27K | Sell |
590
-685
| -54% | -$31.3K | ﹤0.01% | 460 |
|
|
2015
Q4 | $69K | Sell |
1,275
-550
| -30% | -$29.8K | ﹤0.01% | 378 |
|
|
2015
Q3 | $124K | Hold |
1,825
| – | – | ﹤0.01% | 333 |
|
|
2015
Q2 | $124K | Hold |
1,825
| – | – | ﹤0.01% | 333 |
|
|
2015
Q1 | $108K | Hold |
1,825
| – | – | ﹤0.01% | 357 |
|
|
2014
Q4 | $103K | Hold |
1,825
| – | – | ﹤0.01% | 356 |
|
|
2014
Q3 | $83K | Hold |
1,825
| – | – | ﹤0.01% | 363 |
|
|
2014
Q2 | $94K | Hold |
1,825
| – | – | ﹤0.01% | 365 |
|
|
2014
Q1 | $89K | Sell |
1,825
-400
| -18% | -$19.5K | ﹤0.01% | 357 |
|
|
2013
Q4 | $97K | Sell |
2,225
-375
| -14% | -$16.3K | ﹤0.01% | 333 |
|
|
2013
Q3 | $99K | Hold |
2,600
| – | – | ﹤0.01% | 312 |
|
|
2013
Q2 | $81K | Buy |
+2,600
| New | +$81K | ﹤0.01% | 343 |
|