Montag & Associates’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46K | Sell |
163
-168
| -51% | -$1.5K | ﹤0.01% | 880 |
|
|
2025
Q1 | $2.88K | Hold |
331
| – | – | ﹤0.01% | 873 |
|
|
2024
Q4 | $4.12K | Sell |
331
-70
| -17% | -$872 | ﹤0.01% | 853 |
|
|
2024
Q3 | $4.66K | Hold |
401
| – | – | ﹤0.01% | 874 |
|
|
2024
Q2 | $4.26K | Sell |
401
-181
| -31% | -$1.92K | ﹤0.01% | 833 |
|
|
2024
Q1 | $6.95K | Hold |
582
| – | – | ﹤0.01% | 789 |
|
|
2023
Q4 | $6.3K | Sell |
582
-172
| -23% | -$1.86K | ﹤0.01% | 807 |
|
|
2023
Q3 | $7.44K | Sell |
754
-124
| -14% | -$1.22K | ﹤0.01% | 769 |
|
|
2023
Q2 | $8.76K | Hold |
878
| – | – | ﹤0.01% | 764 |
|
|
2023
Q1 | $8.45K | Sell |
878
-4,479
| -84% | -$43.1K | ﹤0.01% | 755 |
|
|
2022
Q4 | $59.6K | Sell |
5,357
-305
| -5% | -$3.4K | ﹤0.01% | 518 |
|
|
2022
Q3 | $48K | Sell |
5,662
-358
| -6% | -$3.04K | ﹤0.01% | 542 |
|
|
2022
Q2 | $63K | Sell |
6,020
-781
| -11% | -$8.17K | ﹤0.01% | 499 |
|
|
2022
Q1 | $74K | Hold |
6,801
| – | – | ﹤0.01% | 507 |
|
|
2021
Q4 | $92K | Sell |
6,801
-1,559
| -19% | -$21.1K | ﹤0.01% | 495 |
|
|
2021
Q3 | $113K | Sell |
8,360
-1,776
| -18% | -$24K | 0.01% | 451 |
|
|
2021
Q2 | $145K | Sell |
10,136
-829
| -8% | -$11.9K | 0.01% | 430 |
|
|
2021
Q1 | $153K | Sell |
10,965
-5,505
| -33% | -$76.8K | 0.01% | 422 |
|
|
2020
Q4 | $309K | Buy |
+16,470
| New | +$309K | 0.02% | 316 |
|
|
2018
Q4 | – | Sell |
-5,472
| Closed | -$200K | – | 321 |
|
|
2018
Q3 | $200K | Sell |
5,472
-102,683
| -95% | -$3.75M | 0.02% | 311 |
|
|
2018
Q2 | $3.91M | Buy |
108,155
+70,134
| +184% | +$2.53M | 0.4% | 67 |
|
|
2018
Q1 | $1.57M | Buy |
+38,021
| New | +$1.57M | 0.16% | 140 |
|
|
2017
Q3 | – | Sell |
-16,017
| Closed | -$622K | – | 258 |
|
|
2017
Q2 | $622K | Buy |
+16,017
| New | +$622K | 0.07% | 172 |
|