Mark Sheptoff Financial Planning’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.8K | Buy |
1,598
+565
| +55% | +$7.91K | 0.01% | 254 |
|
|
2025
Q4 | $12.9K | Sell |
1,033
-1,807
| -64% | -$19.5K | 0.01% | 322 |
|
|
2025
Q3 | $28.1K | Sell |
2,840
-2
| -0.1% | -$19 | 0.01% | 242 |
|
|
2025
Q2 | $25.4K | Hold |
2,842
| – | – | 0.01% | 248 |
|
|
2025
Q1 | $24.8K | Hold |
2,842
| – | – | 0.01% | 228 |
|
|
2024
Q4 | $35.4K | Hold |
2,842
| – | – | 0.02% | 202 |
|
|
2024
Q3 | $33K | Buy |
2,842
+1
| +0% | +$12 | 0.02% | 201 |
|
|
2024
Q2 | $30.2K | Hold |
2,841
| – | – | 0.02% | 221 |
|
|
2024
Q1 | $33.9K | Buy |
2,841
+1
| +0% | +$12 | 0.02% | 197 |
|
|
2023
Q4 | $30.8K | Buy |
2,840
+38
| +1% | +$364 | 0.02% | 194 |
|
|
2023
Q3 | $27.6K | Hold |
2,802
| – | – | 0.02% | 188 |
|
|
2023
Q2 | $28K | Hold |
2,802
| – | – | 0.02% | 203 |
|
|
2023
Q1 | $27K | Buy |
2,802
+18
| +0.6% | +$200 | 0.02% | 194 |
|
|
2022
Q4 | $31K | Buy |
2,784
+373
| +15% | +$3.9K | 0.02% | 184 |
|
|
2022
Q3 | $21K | Buy |
2,411
+18
| +0.8% | +$177 | 0.01% | 207 |
|
|
2022
Q2 | $25K | Sell |
2,393
-129
| -5% | -$1.41K | 0.01% | 206 |
|
|
2022
Q1 | $27K | Buy |
2,522
+17
| +0.7% | +$224 | 0.01% | 224 |
|
|
2021
Q4 | $34K | Buy |
2,505
+43
| +2% | +$574 | 0.02% | 213 |
|
|
2021
Q3 | $33K | Buy |
2,462
+10
| +0.4% | +$142 | 0.02% | 204 |
|
|
2021
Q2 | $35K | Sell |
2,452
-77
| -3% | -$1.11K | 0.02% | 224 |
|
|
2021
Q1 | $35K | Buy |
2,529
+2,215
| +705% | +$36.1K | 0.02% | 194 |
|
|
2020
Q4 | $6K | Buy |
+314
| New | +$5.12K | ﹤0.01% | 304 |
|
|
2016
Q3 | – | Sell |
-7,300
| Closed | -$316K | – | 377 |
|
|
2016
Q2 | $316K | Sell |
7,300
-2,055
| -22% | -$90.9K | 0.24% | 76 |
|
|
2016
Q1 | $434K | Sell |
9,355
-601
| -6% | -$29K | 0.35% | 63 |
|
|
2015
Q4 | $538K | Sell |
9,956
-200
| -2% | -$9.62K | 0.44% | 61 |
|
|
2015
Q3 | $409K | Buy |
10,156
+3,100
| +44% | +$173K | 0.36% | 62 |
|
|
2015
Q2 | $479K | Sell |
7,056
-770
| -10% | -$54.4K | 0.39% | 62 |
|
|
2015
Q1 | $464K | Buy |
7,826
+475
| +6% | +$27.1K | 0.39% | 62 |
|
|
2014
Q4 | $414K | Buy |
7,351
+4,350
| +145% | +$234K | 0.37% | 66 |
|
|
2014
Q3 | $137K | Hold |
3,001
| – | – | 0.12% | 123 |
|
|
2014
Q2 | $155K | Hold |
3,001
| – | – | 0.13% | 113 |
|
|
2014
Q1 | $147K | Buy |
+3,001
| New | +$146K | 0.13% | 115 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
