MWPCG
Measured Wealth Private Client Group’s Viatris VTRS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $95.8K | Sell |
10,723
-25,558
| -70% | -$228K | 0.03% | 179 |
|
2025
Q1 | $316K | Sell |
36,281
-37,084
| -51% | -$323K | 0.1% | 128 |
|
2024
Q4 | $913K | Buy |
73,365
+6
| +0% | +$75 | 0.3% | 45 |
|
2024
Q3 | $852K | Sell |
73,359
-319
| -0.4% | -$3.7K | 0.28% | 52 |
|
2024
Q2 | $783K | Buy |
73,678
+16,298
| +28% | +$173K | 0.28% | 55 |
|
2024
Q1 | $685K | Buy |
57,380
+1,866
| +3% | +$22.3K | 0.24% | 69 |
|
2023
Q4 | $601K | Buy |
+55,514
| New | +$601K | 0.22% | 76 |
|
2023
Q2 | – | Sell |
-31,243
| Closed | -$301K | – | 197 |
|
2023
Q1 | $301K | Buy |
31,243
+8,394
| +37% | +$80.8K | 0.12% | 131 |
|
2022
Q4 | $254K | Buy |
+22,849
| New | +$254K | 0.1% | 137 |
|
2018
Q4 | – | Sell |
-500
| Closed | -$18K | – | 697 |
|
2018
Q3 | $18K | Buy |
+500
| New | +$18K | 0.01% | 539 |
|