Perigon Wealth Management’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
12,306
-6,146
| -33% | -$54.9K | ﹤0.01% | 1031 |
|
|
2025
Q1 | $161K | Sell |
18,452
-1,097
| -6% | -$9.56K | ﹤0.01% | 987 |
|
|
2024
Q4 | $222K | Buy |
19,549
+1,762
| +10% | +$20K | 0.01% | 928 |
|
|
2024
Q3 | $207K | Buy |
+17,787
| New | +$207K | 0.01% | 925 |
|
|
2024
Q1 | – | Sell |
-15,440
| Closed | -$167K | – | 903 |
|
|
2023
Q4 | $167K | Buy |
15,440
+2,280
| +17% | +$24.7K | 0.01% | 795 |
|
|
2023
Q3 | $130K | Buy |
13,160
+349
| +3% | +$3.44K | 0.01% | 747 |
|
|
2023
Q2 | $128K | Buy |
12,811
+107
| +0.8% | +$1.07K | 0.01% | 744 |
|
|
2023
Q1 | $122K | Sell |
12,704
-532
| -4% | -$5.12K | 0.01% | 678 |
|
|
2022
Q4 | $147K | Buy |
+13,236
| New | +$147K | 0.01% | 664 |
|
|
2021
Q1 | – | Sell |
-2,464
| Closed | -$46K | – | 1015 |
|
|
2020
Q4 | $46K | Buy |
+2,464
| New | +$46K | 0.01% | 762 |
|