OneDigital Investment Advisors’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 | $1.39M | Sell |
103,244
-7,350
| -7% | -$103K | 0.01% | 580 |
|
|
2025
Q4 | $1.38M | Sell |
110,594
-18,807
| -15% | -$203K | 0.01% | 575 |
|
|
2025
Q3 | $1.28M | Buy |
129,401
+1,119
| +0.9% | +$10.9K | 0.01% | 572 |
|
|
2025
Q2 | $1.15M | Buy |
128,282
+3,893
| +3% | +$32.9K | 0.01% | 591 |
|
|
2025
Q1 | $1.08M | Buy |
124,389
+2,292
| +2% | +$24.1K | 0.01% | 580 |
|
|
2024
Q4 | $1.52M | Sell |
122,097
-2,439
| -2% | -$30K | 0.02% | 498 |
|
|
2024
Q3 | $1.45M | Buy |
124,536
+450
| +0.4% | +$5.19K | 0.02% | 544 |
|
|
2024
Q2 | $1.32M | Sell |
124,086
-9,777
| -7% | -$108K | 0.02% | 530 |
|
|
2024
Q1 | $1.6M | Buy |
133,863
+337
| +0.3% | +$4.06K | 0.03% | 387 |
|
|
2023
Q4 | $1.45M | Sell |
133,526
-610
| -0.5% | -$5.84K | 0.03% | 376 |
|
|
2023
Q3 | $1.32M | Buy |
134,136
+1,354
| +1% | +$14.1K | 0.03% | 361 |
|
|
2023
Q2 | $1.33M | Buy |
132,782
+541
| +0.4% | +$5.17K | 0.03% | 352 |
|
|
2023
Q1 | $1.27M | Sell |
132,241
-83
| -0.1% | -$920 | 0.03% | 349 |
|
|
2022
Q4 | $1.47M | Sell |
132,324
-12,308
| -9% | -$129K | 0.04% | 293 |
|
|
2022
Q3 | $1.23M | Sell |
144,632
-11,032
| -7% | -$109K | 0.05% | 255 |
|
|
2022
Q2 | $1.63M | Sell |
155,664
-21,967
| -12% | -$241K | 0.07% | 188 |
|
|
2022
Q1 | $1.93M | Buy |
177,631
+21,372
| +14% | +$282K | 0.07% | 165 |
|
|
2021
Q4 | $2.11M | Buy |
156,259
+3,704
| +2% | +$49.5K | 0.08% | 163 |
|
|
2021
Q3 | $2.07M | Buy |
152,555
+6,928
| +5% | +$98.3K | 0.08% | 158 |
|
|
2021
Q2 | $2.08M | Buy |
145,627
+33,466
| +30% | +$484K | 0.09% | 158 |
|
|
2021
Q1 | $1.57M | Buy |
112,161
+38,777
| +53% | +$632K | 0.07% | 183 |
|
|
2020
Q4 | $1.38M | Buy |
73,384
+12,321
| +20% | +$201K | 0.07% | 190 |
|
|
2020
Q3 | $906K | Buy |
61,063
+5,485
| +10% | +$87.6K | 0.06% | 214 |
|
|
2020
Q2 | $894K | Buy |
55,578
+1,073
| +2% | +$17.4K | 0.06% | 222 |
|
|
2020
Q1 | $813K | Buy |
54,505
+10,800
| +25% | +$207K | 0.07% | 220 |
|
|
2019
Q4 | $878K | Sell |
43,705
-700
| -2% | -$13K | 0.07% | 212 |
|
|
2019
Q3 | $878K | Buy |
+44,405
| New | +$871K | 0.08% | 183 |
|
|
2019
Q1 | – | Sell |
-20
| Closed | -$1K | – | 1200 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$648 | ﹤0.01% | 1082 |
|
|
2018
Q3 | – | Sell |
-300
| Closed | -$11K | – | 1267 |
|
|
2018
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 1019 |
|
|
2018
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 995 |
|
|
2017
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 925 |
|
|
2017
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 829 |
|
|
2017
Q2 | $12K | Buy |
+300
| New | +$11.5K | ﹤0.01% | 909 |
|
Other funds holding VTRS
DSA
VCM
VPM
RCMNY
