Optimum Investment Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.31K | Hold |
706
| – | – | ﹤0.01% | 531 |
|
|
2025
Q1 | $6.15K | Hold |
706
| – | – | ﹤0.01% | 548 |
|
|
2024
Q4 | $8.79K | Hold |
706
| – | – | ﹤0.01% | 524 |
|
|
2024
Q3 | $8.2K | Hold |
706
| – | – | ﹤0.01% | 544 |
|
|
2024
Q2 | $7.51K | Sell |
706
-42
| -6% | -$446 | ﹤0.01% | 540 |
|
|
2024
Q1 | $8.93K | Hold |
748
| – | – | ﹤0.01% | 530 |
|
|
2023
Q4 | $8.1K | Sell |
748
-310
| -29% | -$3.36K | ﹤0.01% | 527 |
|
|
2023
Q3 | $10.4K | Hold |
1,058
| – | – | 0.01% | 538 |
|
|
2023
Q2 | $10.6K | Hold |
1,058
| – | – | 0.01% | 547 |
|
|
2023
Q1 | $10.2K | Sell |
1,058
-62
| -6% | -$596 | 0.01% | 565 |
|
|
2022
Q4 | $12.5K | Sell |
1,120
-66
| -6% | -$735 | 0.01% | 547 |
|
|
2022
Q3 | $10K | Sell |
1,186
-24
| -2% | -$202 | 0.01% | 591 |
|
|
2022
Q2 | $13K | Hold |
1,210
| – | – | 0.01% | 578 |
|
|
2022
Q1 | $13K | Sell |
1,210
-8
| -0.7% | -$86 | 0.01% | 621 |
|
|
2021
Q4 | $16K | Hold |
1,218
| – | – | 0.01% | 622 |
|
|
2021
Q3 | $17K | Sell |
1,218
-343
| -22% | -$4.79K | 0.01% | 613 |
|
|
2021
Q2 | $22K | Sell |
1,561
-198
| -11% | -$2.79K | 0.01% | 646 |
|
|
2021
Q1 | $25K | Sell |
1,759
-2,117
| -55% | -$30.1K | 0.01% | 633 |
|
|
2020
Q4 | $73K | Buy |
+3,876
| New | +$73K | 0.02% | 415 |
|
|
2015
Q1 | $36K | Hold |
600
| – | – | 0.01% | 572 |
|
|
2014
Q4 | $34K | Hold |
600
| – | – | 0.01% | 596 |
|
|
2014
Q3 | $27K | Hold |
600
| – | – | 0.01% | 593 |
|
|
2014
Q2 | $31K | Hold |
600
| – | – | 0.01% | 582 |
|
|
2014
Q1 | $29K | Hold |
600
| – | – | 0.01% | 455 |
|
|
2013
Q4 | $26K | Hold |
600
| – | – | 0.01% | 477 |
|
|
2013
Q3 | $23K | Buy |
+600
| New | +$23K | 0.01% | 472 |
|