LSWM
Lorne Steinberg Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Sell |
629,686
-14,675
| -2% | -$131K | 1.47% | 34 |
|
|
2025
Q1 | $5.61M | Buy |
644,361
+870
| +0.1% | +$7.58K | 1.64% | 31 |
|
|
2024
Q4 | $8.01M | Buy |
643,491
+2,070
| +0.3% | +$25.8K | 2.32% | 15 |
|
|
2024
Q3 | $7.45M | Sell |
641,421
-990
| -0.2% | -$11.5K | 2.15% | 17 |
|
|
2024
Q2 | $6.83M | Buy |
642,411
+5,850
| +0.9% | +$62.2K | 2.2% | 15 |
|
|
2024
Q1 | $7.6M | Buy |
636,561
+2,380
| +0.4% | +$28.4K | 2.37% | 15 |
|
|
2023
Q4 | $6.87M | Sell |
634,181
-5,400
| -0.8% | -$58.5K | 2.31% | 12 |
|
|
2023
Q3 | $6.31M | Sell |
639,581
-13,850
| -2% | -$137K | 2.43% | 10 |
|
|
2023
Q2 | $6.52M | Sell |
653,431
-1,475
| -0.2% | -$14.7K | 2.46% | 10 |
|
|
2023
Q1 | $6.3M | Hold |
654,906
| – | – | 2.52% | 11 |
|
|
2022
Q4 | $7.29M | Sell |
654,906
-3,120
| -0.5% | -$34.7K | 3.13% | 3 |
|
|
2022
Q3 | $5.61M | Sell |
658,026
-9,205
| -1% | -$78.4K | 2.72% | 10 |
|
|
2022
Q2 | $6.99M | Sell |
667,231
-3,714
| -0.6% | -$38.9K | 3.29% | 3 |
|
|
2022
Q1 | $7.3M | Buy |
670,945
+336,390
| +101% | +$3.66M | 3.37% | 5 |
|
|
2021
Q4 | $4.53M | Sell |
334,555
-33,965
| -9% | -$460K | 1.95% | 26 |
|
|
2021
Q3 | $4.99M | Buy |
368,520
+7,800
| +2% | +$106K | 2.42% | 20 |
|
|
2021
Q2 | $5.16M | Buy |
360,720
+1,185
| +0.3% | +$16.9K | 2.53% | 21 |
|
|
2021
Q1 | $5.02M | Buy |
359,535
+245,610
| +216% | +$3.43M | 2.66% | 15 |
|
|
2020
Q4 | $2.14M | Buy |
+113,925
| New | +$2.14M | 1.33% | 33 |
|