MinichMacGregor Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-51
| Closed | -$567 | – | 641 |
|
|
2022
Q4 | $567 | Buy |
+51
| New | +$567 | ﹤0.01% | 664 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$6K | – | 534 |
|
|
2017
Q3 | $6K | Hold |
200
| – | – | 0.01% | 336 |
|
|
2017
Q2 | $7K | Hold |
200
| – | – | 0.01% | 323 |
|
|
2017
Q1 | $7K | Hold |
200
| – | – | 0.01% | 323 |
|
|
2016
Q4 | $7K | Sell |
200
-1,941
| -91% | -$67.9K | 0.01% | 318 |
|
|
2016
Q3 | $81K | Buy |
2,141
+5
| +0.2% | +$189 | 0.08% | 81 |
|
|
2016
Q2 | $92K | Sell |
2,136
-15
| -0.7% | -$646 | 0.09% | 73 |
|
|
2016
Q1 | $99K | Hold |
2,151
| – | – | 0.1% | 64 |
|
|
2015
Q4 | $156K | Buy |
+2,151
| New | +$156K | 0.15% | 42 |
|